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 | $17,310 | $58,208-70.3% | $81,812-78.8% | $80,856-78.6% |
| Participation rate | 35.4% | 63.4%-28.0pp | 72.3%-36.9pp | 67.6%-32.2pp |
| Annual return | 16.88% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $410 | $2,340-82.5% | $2,912-85.9% | $2,755-85.1% |
| Participant deferral / active EE | $3,209 | $3,281-2.2% | $4,319-25.7% | $4,296-25.3% |
| Admin fee / account holder | $3,669 | $4,981-26.4% | $7,386-50.3% | $6,918-47.0% |