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 | $58,306 | $81,446-28.4% | $103,374-43.6% | $80,874-27.9% |
| Participation rate | 34.1% | 66.9%-32.7pp | 74.5%-40.4pp | 67.6%-33.5pp |
| Annual return | 10.60% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,388 | $3,107-55.3% | $3,869-64.1% | $2,756-49.6% |
| Participant deferral / active EE | $1,884 | $3,870-51.3% | $5,058-62.7% | $4,297-56.1% |
| Admin fee / account holder | $833 | $6,715-87.6% | $8,394-90.1% | $6,935-88.0% |