See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,195 | $45,073-10.8% | $69,455-42.1% | $72,985-44.9% |
| Participation rate | 57.6% | 68.5%-10.9pp | 74.6%-17.0pp | 69.5%-11.9pp |
| Annual return | 19.95% | 22.65%-2.7pp | 28.97%-9.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,288 | $2,054-37.3% | $2,779-53.7% | $2,440-47.2% |
| Participant deferral / active EE | $1,871 | $2,602-28.1% | $3,535-47.1% | $3,607-48.1% |
| Admin fee / account holder | $1,666 | $3,056-45.5% | $3,839-56.6% | $5,124-67.5% |