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 | $55,543 | $80,717-31.2% | $154,803-64.1% | $84,808-34.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 78.1%-24.7pp | 68.3%-15.0pp |
| Annual return | 18.61% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,596 | $2,761-42.2% | $4,305-62.9% | $2,631-39.4% |
| Participant deferral / active EE | $2,439 | $3,303-26.2% | $5,540-56.0% | $4,212-42.1% |
| Admin fee / account holder | $664 | $6,746-90.2% | $14,329-95.4% | $7,344-91.0% |