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 | $38,006 | $73,933-48.6% | $96,683-60.7% | $75,163-49.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 18.60% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,505 | $2,928-48.6% | $3,737-59.7% | $2,670-43.6% |
| Participant deferral / active EE | $2,794 | $3,659-23.6% | $4,878-42.7% | $4,125-32.3% |
| Admin fee / account holder | $788 | $5,216-84.9% | $6,730-88.3% | $5,651-86.1% |