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 | $33,318 | $49,227-32.3% | $70,449-52.7% | $79,858-58.3% |
| Participation rate | 27.6% | 69.2%-41.6pp | 75.1%-47.5pp | 69.6%-42.0pp |
| Annual return | 24.78% | 30.06%-5.3pp | 109.03%-84.2pp | 31.71%-6.9pp |
| Employer contribution / active EE | $732 | $2,099-65.1% | $2,737-73.2% | $2,471-70.4% |
| Participant deferral / active EE | $2,180 | $2,768-21.2% | $3,709-41.2% | $3,740-41.7% |
| Admin fee / account holder | $2,743 | $2,878-4.7% | $3,845-28.7% | $5,306-48.3% |