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 | $42,137 | $89,355-52.8% | $141,162-70.2% | $72,985-42.3% |
| Participation rate | 59.6% | 75.1%-15.5pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 20.53% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,929 | $3,114-38.0% | $4,735-59.3% | $2,440-20.9% |
| Participant deferral / active EE | $3,271 | $5,418-39.6% | $6,709-51.2% | $3,607-9.3% |
| Admin fee / account holder | $6,276 | $5,958+5.3% | $10,261-38.8% | $5,124+22.5% |