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 | $29,593 | $63,703-53.5% | $93,063-68.2% | $82,448-64.1% |
| Participation rate | 55.0% | 63.8%-8.8pp | 72.1%-17.1pp | 68.1%-13.1pp |
| Annual return | 17.86% | -775.43%+793.3pp | 34.15%-16.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $747 | $1,729-56.8% | $2,476-69.8% | $2,551-70.7% |
| Participant deferral / active EE | $1,602 | $2,919-45.1% | $3,958-59.5% | $4,139-61.3% |
| Admin fee / account holder | $1,925 | $5,982-67.8% | $6,033-68.1% | $7,234-73.4% |