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 | $40,819 | $73,787-44.7% | $98,716-58.6% | $82,448-50.5% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.2pp | 68.1%+1.0pp |
| Annual return | 13.66% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,267 | $1,511-16.2% | $2,279-44.4% | $2,551-50.3% |
| Participant deferral / active EE | $5,842 | $3,081+89.6% | $4,048+44.3% | $4,139+41.1% |
| Admin fee / account holder | $5,865 | $6,500-9.8% | $8,703-32.6% | $7,234-18.9% |