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 | $41,302 | $81,248-49.2% | $155,509-73.4% | $80,856-48.9% |
| Participation rate | 45.3% | 66.2%-20.9pp | 78.2%-32.9pp | 67.6%-22.4pp |
| Annual return | 24.29% | 33.31%-9.0pp | 64.67%-40.4pp | 35.59%-11.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,539 | $3,452+2.5% | $5,626-37.1% | $4,296-17.6% |
| Admin fee / account holder | $6,522 | $7,997-18.4% | $15,912-59.0% | $6,918-5.7% |