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 | $33,773 | $81,248-58.4% | $155,509-78.3% | $80,856-58.2% |
| Participation rate | 38.0% | 66.2%-28.2pp | 78.2%-40.2pp | 67.6%-29.6pp |
| Annual return | 13.13% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $713 | $3,100-77.0% | $4,672-84.7% | $2,755-74.1% |
| Participant deferral / active EE | $1,595 | $3,452-53.8% | $5,626-71.6% | $4,296-62.9% |
| Admin fee / account holder | $1,812 | $7,997-77.3% | $15,912-88.6% | $6,918-73.8% |