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 | $43,436 | $87,037-50.1% | $106,201-59.1% | $80,874-46.3% |
| Participation rate | 28.6% | 70.4%-41.9pp | 75.3%-46.7pp | 67.6%-39.1pp |
| Annual return | 12.60% | 17.05%-4.4pp | 116.26%-103.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $694 | $2,396-71.0% | $3,170-78.1% | $2,756-74.8% |
| Participant deferral / active EE | $2,313 | $3,986-42.0% | $5,012-53.8% | $4,297-46.2% |
| Admin fee / account holder | $1,345 | $8,434-84.1% | $11,039-87.8% | $6,935-80.6% |