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 | $41,425 | $49,915-17.0% | $154,803-73.2% | $74,304-44.2% |
| Participation rate | 59.1% | 54.0%+5.2pp | 78.1%-18.9pp | 60.3%-1.2pp |
| Annual return | 14.99% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $950 | $1,611-41.0% | $4,305-77.9% | $2,241-57.6% |
| Participant deferral / active EE | $2,135 | $2,255-5.3% | $5,540-61.5% | $3,767-43.3% |
| Admin fee / account holder | $1,742 | $2,189-20.4% | $14,329-87.8% | $2,969-41.3% |