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 | $20,805 | $48,230-56.9% | $67,502-69.2% | $80,856-74.3% |
| Participation rate | 47.1% | 66.4%-19.3pp | 72.9%-25.8pp | 67.6%-20.6pp |
| Annual return | 17.91% | 18.28%-0.4pp | 3512.12%-3494.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $615 | $2,020-69.5% | $2,731-77.5% | $2,755-77.7% |
| Participant deferral / active EE | $2,398 | $2,924-18.0% | $4,000-40.1% | $4,296-44.2% |
| Admin fee / account holder | $3,080 | $3,681-16.3% | $3,998-23.0% | $6,918-55.5% |