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 | $30,573 | $80,968-62.2% | $96,544-68.3% | $75,163-59.3% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | 12.92% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,273 | $2,282-44.2% | $2,965-57.1% | $2,670-52.3% |
| Participant deferral / active EE | $2,292 | $3,928-41.7% | $4,851-52.8% | $4,125-44.4% |
| Admin fee / account holder | $11,749 | $6,724+74.7% | $8,252+42.4% | $5,651+107.9% |