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 | $35,350 | $55,706-36.5% | $75,886-53.4% | $72,985-51.6% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.3%+0.4pp | 69.5%+0.2pp |
| Annual return | 21.74% | 27.59%-5.8pp | 30.76%-9.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,296 | $2,634-12.8% | $3,603-36.3% | $3,607-36.3% |
| Admin fee / account holder | $404 | $3,978-89.8% | $5,418-92.5% | $5,124-92.1% |