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 | $29,928 | $52,380-42.9% | $98,755-69.7% | $85,850-65.1% |
| Participation rate | 53.1% | 58.0%-4.9pp | 65.7%-12.7pp | 69.3%-16.3pp |
| Annual return | 13.96% | 25.82%-11.9pp | 49.91%-36.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,271 | $1,337-5.0% | $2,067-38.5% | $2,565-50.5% |
| Participant deferral / active EE | $2,765 | $2,101+31.6% | $3,035-8.9% | $3,952-30.0% |
| Admin fee / account holder | $1,854 | $3,865-52.0% | $4,076-54.5% | $6,260-70.4% |