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 | $49,111 | $78,422-37.4% | $95,952-48.8% | $79,858-38.5% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 18.02% | 19.37%-1.4pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,218 | $1,945-37.4% | $2,541-52.1% | $2,471-50.7% |
| Participant deferral / active EE | $3,266 | $3,440-5.1% | $4,167-21.6% | $3,740-12.7% |
| Admin fee / account holder | $6,539 | $5,622+16.3% | $6,795-3.8% | $5,306+23.2% |