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 | $46,415 | $43,327+7.1% | $59,878-22.5% | $64,186-27.7% |
| Participation rate | 19.4% | 69.2%-49.7pp | 74.7%-55.3pp | 69.6%-50.1pp |
| Annual return | 9.42% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $971 | $2,028-52.2% | $2,722-64.3% | $2,381-59.2% |
| Participant deferral / active EE | $776 | $2,546-69.5% | $3,402-77.2% | $3,470-77.6% |
| Admin fee / account holder | $22,171 | $3,005+637.8% | $3,590+517.5% | $4,888+353.6% |