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 8-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 | $57,164 | $59,839-4.5% | $81,983-30.3% | $79,858-28.4% |
| Participation rate | 10.9% | 61.6%-50.7pp | 69.2%-58.4pp | 69.6%-58.8pp |
| Annual return | 29.58% | 17.56%+12.0pp | 41.31%-11.7pp | 31.71%-2.1pp |
| Employer contribution / active EE | $550 | $1,713-67.9% | $2,498-78.0% | $2,471-77.7% |
| Participant deferral / active EE | $1,586 | $2,695-41.2% | $3,722-57.4% | $3,740-57.6% |
| Admin fee / account holder | $303 | $4,287-92.9% | $5,664-94.6% | $5,306-94.3% |