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 | $29,865 | $61,272-51.3% | $149,673-80.0% | $71,457-58.2% |
| Participation rate | 54.7% | 62.5%-7.8pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 15.49% | 35.85%-20.4pp | 134.42%-118.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,037 | $2,378-56.4% | $4,818-78.5% | $2,588-59.9% |
| Participant deferral / active EE | $1,455 | $2,917-50.1% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $831 | $1,261-34.1% | $13,210-93.7% | $1,587-47.6% |