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 | $43,650 | $51,315-14.9% | $95,745-54.4% | $71,457-38.9% |
| Participation rate | 29.2% | 63.0%-33.9pp | 72.3%-43.1pp | 67.9%-38.8pp |
| Annual return | 17.59% | 25.26%-7.7pp | 28.35%-10.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $911 | $1,819-49.9% | $2,835-67.8% | $2,588-64.8% |
| Participant deferral / active EE | $1,589 | $3,358-52.7% | $4,245-62.6% | $4,289-62.9% |
| Admin fee / account holder | $4,385 | $1,137+285.7% | $5,678-22.8% | $1,587+176.2% |