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 | $23,254 | $56,110-58.6% | $94,993-75.5% | $70,131-66.8% |
| Participation rate | 5.8% | 65.0%-59.2pp | 73.9%-68.1pp | 69.5%-63.7pp |
| Annual return | 14.91% | 51.02%-36.1pp | 27.12%-12.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,478 | $1,442+2.5% | $2,603-43.2% | $2,342-36.9% |
| Participant deferral / active EE | $2,105 | $2,391-12.0% | $3,317-36.5% | $3,332-36.8% |
| Admin fee / account holder | $7,966 | $3,456+130.5% | $4,960+60.6% | $4,645+71.5% |