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 | $24,087 | $61,774-61.0% | $97,226-75.2% | $80,856-70.2% |
| Participation rate | 33.8% | 63.5%-29.7pp | 72.7%-38.9pp | 67.6%-33.9pp |
| Annual return | 15.81% | -557.90%+573.7pp | 75.13%-59.3pp | 35.59%-19.8pp |
| Employer contribution / active EE | $942 | $1,837-48.7% | $2,729-65.5% | $2,755-65.8% |
| Participant deferral / active EE | $1,605 | $3,029-47.0% | $4,264-62.4% | $4,296-62.6% |
| Admin fee / account holder | $3,729 | $5,166-27.8% | $5,654-34.0% | $6,918-46.1% |