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 | $38,199 | $103,376-63.0% | $87,100-56.1% | $152,861-75.0% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 21.55% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $993 | $3,220-69.2% | $2,521-60.6% | $4,762-79.1% |
| Participant deferral / active EE | $2,301 | $4,778-51.8% | $4,049-43.2% | $5,850-60.7% |
| Admin fee / account holder | $47,432 | $12,205+288.6% | $7,497+532.7% | $11,596+309.0% |