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 | $16,637 | $27,839-40.2% | $58,482-71.6% | $71,457-76.7% |
| Participation rate | 34.0% | 34.5%-0.5pp | 50.9%-16.9pp | 67.9%-33.9pp |
| Annual return | 17.48% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,127 | $631+78.7% | $1,053+7.0% | $2,588-56.4% |
| Participant deferral / active EE | $1,957 | $1,206+62.2% | $1,924+1.7% | $4,289-54.4% |
| Admin fee / account holder | $769 | $1,641-53.1% | $2,516-69.4% | $1,587-51.6% |