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 | $31,253 | $45,035-30.6% | $62,995-50.4% | $70,131-55.4% |
| Participation rate | 37.7% | 69.5%-31.8pp | 74.8%-37.1pp | 69.5%-31.9pp |
| Annual return | 17.93% | 18.76%-0.8pp | 87.57%-69.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,911 | $2,465+18.1% | $3,329-12.6% | $3,332-12.6% |
| Admin fee / account holder | $1,137 | $2,834-59.9% | $3,600-68.4% | $4,645-75.5% |