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 | $49,165 | $176,812-72.2% | $146,665-66.5% | $167,490-70.6% |
| Participation rate | 30.8% | 83.6%-52.8pp | 80.1%-49.3pp | 82.1%-51.3pp |
| Annual return | 16.49% | 24.03%-7.5pp | 22.74%-6.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,194 | $5,160-76.9% | $4,136-71.1% | $4,837-75.3% |
| Participant deferral / active EE | $2,460 | $6,440-61.8% | $5,506-55.3% | $6,341-61.2% |
| Admin fee / account holder | $23,399 | $13,259+76.5% | $10,280+127.6% | $12,309+90.1% |