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 | $42,826 | $109,413-60.9% | $156,263-72.6% | $84,808-49.5% |
| Participation rate | 52.0% | 72.7%-20.7pp | 78.9%-26.9pp | 68.3%-16.3pp |
| Annual return | 14.11% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,139 | $2,907-60.8% | $4,333-73.7% | $2,631-56.7% |
| Participant deferral / active EE | $2,591 | $4,590-43.5% | $6,158-57.9% | $4,212-38.5% |
| Admin fee / account holder | $12,192 | $9,357+30.3% | $14,255-14.5% | $7,344+66.0% |