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 | $36,822 | $52,580-30.0% | $71,671-48.6% | $70,131-47.5% |
| Participation rate | 46.8% | 60.9%-14.1pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 31.88% | 20.25%+11.6pp | 20.65%+11.2pp | 73.14%-41.3pp |
| Employer contribution / active EE | $1,279 | $1,616-20.8% | $2,460-48.0% | $2,342-45.4% |
| Participant deferral / active EE | $1,715 | $2,386-28.1% | $3,438-50.1% | $3,332-48.5% |
| Admin fee / account holder | $2,687 | $3,653-26.4% | $5,558-51.7% | $4,645-42.2% |