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 | $54,959 | $54,705+0.5% | $71,209-22.8% | $84,808-35.2% |
| Participation rate | 31.4% | 64.1%-32.6pp | 73.8%-42.3pp | 68.3%-36.9pp |
| Annual return | 13.95% | 35.90%-21.9pp | 282.51%-268.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $737 | $2,158-65.8% | $2,721-72.9% | $2,631-72.0% |
| Participant deferral / active EE | $1,902 | $3,030-37.3% | $4,175-54.5% | $4,212-54.9% |
| Admin fee / account holder | $21,429 | $4,863+340.6% | $5,349+300.6% | $7,344+191.8% |