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 | $30,150 | $73,933-59.2% | $96,683-68.8% | $75,163-59.9% |
| Participation rate | 32.3% | 66.4%-34.2pp | 74.3%-42.1pp | 67.2%-34.9pp |
| Annual return | 14.01% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,414 | $2,928-51.7% | $3,737-62.2% | $2,670-47.0% |
| Participant deferral / active EE | $2,854 | $3,659-22.0% | $4,878-41.5% | $4,125-30.8% |
| Admin fee / account holder | $15,413 | $5,216+195.5% | $6,730+129.0% | $5,651+172.7% |