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 | $55,616 | $124,425-55.3% | $112,040-50.4% | $137,256-59.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.17% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,765 | $3,411-19.0% | $2,954-6.4% | $4,156-33.5% |
| Participant deferral / active EE | $5,632 | $5,718-1.5% | $5,098+10.5% | $6,407-12.1% |
| Admin fee / account holder | $2,355 | $15,207-84.5% | $12,098-80.5% | $12,270-80.8% |