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 | $20,853 | $57,541-63.8% | $95,745-78.2% | $75,163-72.3% |
| Participation rate | 49.2% | 62.5%-13.4pp | 72.3%-23.1pp | 67.2%-18.0pp |
| Annual return | 19.77% | 34.93%-15.2pp | 28.35%-8.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,000 | $1,808-44.7% | $2,835-64.7% | $2,670-62.6% |
| Participant deferral / active EE | $1,707 | $3,074-44.5% | $4,245-59.8% | $4,125-58.6% |
| Admin fee / account holder | $566 | $4,099-86.2% | $5,678-90.0% | $5,651-90.0% |