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 | $33,381 | $78,422-57.4% | $95,952-65.2% | $79,858-58.2% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.8pp |
| Annual return | 18.45% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $2,477 | $3,440-28.0% | $4,167-40.6% | $3,740-33.8% |
| Admin fee / account holder | $5,249 | $5,622-6.6% | $6,795-22.8% | $5,306-1.1% |