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 | $48,445 | $52,353-7.5% | $120,225-59.7% | $82,448-41.2% |
| Participation rate | 48.3% | 58.3%-10.0pp | 69.6%-21.3pp | 68.1%-19.8pp |
| Annual return | 19.22% | 61.85%-42.6pp | 439.23%-420.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,191 | $1,510-21.1% | $3,475-65.7% | $2,551-53.3% |
| Participant deferral / active EE | $2,161 | $2,627-17.7% | $3,999-45.9% | $4,139-47.8% |
| Admin fee / account holder | $732 | $4,363-83.2% | $5,696-87.1% | $7,234-89.9% |