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 | $48,459 | $77,899-37.8% | $149,673-67.6% | $75,163-35.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 22.88% | 31.72%-8.8pp | 134.42%-111.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $798 | $3,137-74.6% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $4,473 | $3,411+31.1% | $5,680-21.3% | $4,125+8.4% |
| Admin fee / account holder | $3,277 | $5,956-45.0% | $13,210-75.2% | $5,651-42.0% |