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 | $25,166 | $77,899-67.7% | $149,673-83.2% | $75,163-66.5% |
| Participation rate | 56.3% | 65.6%-9.3pp | 78.8%-22.5pp | 67.2%-10.9pp |
| Annual return | 16.92% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,264 | $3,137-59.7% | $4,818-73.8% | $2,670-52.7% |
| Participant deferral / active EE | $3,269 | $3,411-4.2% | $5,680-42.4% | $4,125-20.8% |
| Admin fee / account holder | $2,512 | $5,956-57.8% | $13,210-81.0% | $5,651-55.5% |