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 | $51,628 | $54,762-5.7% | $90,281-42.8% | $72,985-29.3% |
| Participation rate | 46.1% | 65.1%-19.1pp | 73.3%-27.2pp | 69.5%-23.4pp |
| Annual return | 19.59% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $559 | $2,092-73.3% | $2,854-80.4% | $2,440-77.1% |
| Participant deferral / active EE | $2,358 | $2,887-18.3% | $3,885-39.3% | $3,607-34.6% |
| Admin fee / account holder | $4,588 | $3,972+15.5% | $5,351-14.3% | $5,124-10.5% |