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 | $54,069 | $56,423-4.2% | $77,163-29.9% | $71,457-24.3% |
| Participation rate | 47.7% | 64.3%-16.6pp | 69.6%-21.9pp | 67.9%-20.2pp |
| Annual return | 13.72% | 19.05%-5.3pp | 37.87%-24.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $823 | $1,866-55.9% | $2,535-67.5% | $2,588-68.2% |
| Participant deferral / active EE | $2,037 | $3,142-35.1% | $3,833-46.8% | $4,289-52.5% |
| Admin fee / account holder | $11,106 | $1,429+677.3% | $5,472+103.0% | $1,587+599.7% |