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 | $33,313 | $81,248-59.0% | $155,509-78.6% | $80,856-58.8% |
| Participation rate | 33.0% | 66.2%-33.3pp | 78.2%-45.2pp | 67.6%-34.7pp |
| Annual return | 17.23% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.4pp |
| Employer contribution / active EE | $567 | $3,100-81.7% | $4,672-87.9% | $2,755-79.4% |
| Participant deferral / active EE | $1,327 | $3,452-61.5% | $5,626-76.4% | $4,296-69.1% |
| Admin fee / account holder | $1,632 | $7,997-79.6% | $15,912-89.7% | $6,918-76.4% |