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 | $28,059 | $77,899-64.0% | $149,673-81.3% | $75,163-62.7% |
| Participation rate | 60.5% | 65.6%-5.1pp | 78.8%-18.3pp | 67.2%-6.7pp |
| Annual return | 14.61% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,684 | $3,137-46.3% | $4,818-65.0% | $2,670-36.9% |
| Participant deferral / active EE | $2,972 | $3,411-12.9% | $5,680-47.7% | $4,125-27.9% |
| Admin fee / account holder | $416 | $5,956-93.0% | $13,210-96.9% | $5,651-92.6% |