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 | $19,355 | $57,354-66.3% | $83,848-76.9% | $64,186-69.8% |
| Participation rate | 59.4% | 68.6%-9.2pp | 76.1%-16.7pp | 69.6%-10.1pp |
| Annual return | 3.52% | 11.38%-7.9pp | 850.88%-847.4pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,869 | $2,545-26.6% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $3,492 | $2,993+16.7% | $4,082-14.5% | $3,470+0.6% |
| Admin fee / account holder | $1,413 | $4,046-65.1% | $5,478-74.2% | $4,888-71.1% |