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 | $76,806 | $118,450-35.2% | $98,439-22.0% | $139,434-44.9% |
| Participation rate | 56.3% | 77.4%-21.2pp | 75.2%-18.9pp | 80.3%-24.1pp |
| Annual return | 12.43% | 18.94%-6.5pp | 21.16%-8.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,459 | $5,392-72.9% | $4,738-69.2% | $6,710-78.3% |
| Admin fee / account holder | $11,512 | $14,026-17.9% | $8,948+28.7% | $11,403+1.0% |