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 | $65,927 | $45,035+46.4% | $62,995+4.7% | $70,131-6.0% |
| Participation rate | 16.7% | 69.5%-52.9pp | 74.8%-58.1pp | 69.5%-52.9pp |
| Annual return | 16.92% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $374 | $2,051-81.8% | $2,759-86.5% | $2,342-84.0% |
| Participant deferral / active EE | $1,121 | $2,465-54.5% | $3,329-66.3% | $3,332-66.4% |
| Admin fee / account holder | $585 | $2,834-79.4% | $3,600-83.8% | $4,645-87.4% |