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 | $9,055 | $37,426-75.8% | $77,482-88.3% | $79,858-88.7% |
| Participation rate | 30.2% | 41.5%-11.3pp | 54.2%-24.0pp | 69.6%-39.5pp |
| Annual return | 15.51% | 39.70%-24.2pp | 54.79%-39.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $302 | $637-52.6% | $986-69.4% | $2,471-87.8% |
| Participant deferral / active EE | $821 | $1,260-34.8% | $1,861-55.9% | $3,740-78.0% |
| Admin fee / account holder | $1,707 | $2,504-31.8% | $2,858-40.3% | $5,306-67.8% |