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 | $34,381 | $107,334-68.0% | $92,893-63.0% | $152,861-77.5% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 17.66% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,943 | $4,221-54.0% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $5,230 | $4,845+8.0% | $4,236+23.5% | $5,850-10.6% |
| Admin fee / account holder | $850 | $7,079-88.0% | $5,794-85.3% | $11,596-92.7% |