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 | $22,044 | $68,719-67.9% | $91,541-75.9% | $84,808-74.0% |
| Participation rate | 59.4% | 64.5%-5.1pp | 69.8%-10.4pp | 68.3%-8.9pp |
| Annual return | 19.61% | 19.12%+0.5pp | 20.50%-0.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,371 | $1,920-28.6% | $2,505-45.2% | $2,631-47.9% |
| Participant deferral / active EE | $1,932 | $3,136-38.4% | $4,008-51.8% | $4,212-54.1% |
| Admin fee / account holder | $725 | $5,786-87.5% | $6,956-89.6% | $7,344-90.1% |