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 | $43,375 | $77,314-43.9% | $177,989-75.6% | $80,856-46.4% |
| Participation rate | 42.2% | 65.7%-23.5pp | 77.1%-34.9pp | 67.6%-25.4pp |
| Annual return | 23.66% | 18.09%+5.6pp | 294.48%-270.8pp | 35.59%-11.9pp |
| Employer contribution / active EE | $928 | $2,292-59.5% | $3,949-76.5% | $2,755-66.3% |
| Participant deferral / active EE | $1,855 | $4,411-57.9% | $6,276-70.4% | $4,296-56.8% |
| Admin fee / account holder | $791 | $7,191-89.0% | $10,363-92.4% | $6,918-88.6% |