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 | $16,647 | $43,723-61.9% | $121,196-86.3% | $64,186-74.1% |
| Participation rate | 56.1% | 58.3%-2.2pp | 71.7%-15.6pp | 69.6%-13.5pp |
| Annual return | 5.30% | 68.91%-63.6pp | 16.93%-11.6pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,842 | $1,296+42.1% | $4,022-54.2% | $2,381-22.6% |
| Participant deferral / active EE | $3,444 | $2,280+51.1% | $3,344+3.0% | $3,470-0.7% |
| Admin fee / account holder | $3,967 | $3,501+13.3% | $5,019-21.0% | $4,888-18.8% |