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 | $33,036 | $35,183-6.1% | $73,545-55.1% | $70,131-52.9% |
| Participation rate | 55.0% | 42.9%+12.1pp | 54.9%+0.1pp | 69.5%-14.5pp |
| Annual return | 19.12% | 26.90%-7.8pp | -15.16%+34.3pp | 73.14%-54.0pp |
| Employer contribution / active EE | $437 | $709-38.4% | $1,219-64.2% | $2,342-81.4% |
| Participant deferral / active EE | $577 | $1,220-52.7% | $1,806-68.1% | $3,332-82.7% |
| Admin fee / account holder | $4,255 | $2,302+84.8% | $2,320+83.4% | $4,645-8.4% |