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 | $34,414 | $44,960-23.5% | $84,966-59.5% | $74,495-53.8% |
| Participation rate | 45.0% | 49.4%-4.4pp | 67.5%-22.5pp | 67.2%-22.2pp |
| Annual return | 12.86% | 26.24%-13.4pp | 66.38%-53.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $785 | $1,457-46.2% | $2,727-71.2% | $2,623-70.1% |
| Participant deferral / active EE | $3,228 | $2,731+18.2% | $4,519-28.6% | $4,346-25.7% |
| Admin fee / account holder | $1,553 | $2,209-29.7% | $6,149-74.7% | $1,942-20.0% |