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 | $19,882 | $73,933-73.1% | $96,683-79.4% | $75,163-73.5% |
| Participation rate | 63.3% | 66.4%-3.1pp | 74.3%-11.0pp | 67.2%-3.9pp |
| Annual return | 14.80% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,064 | $2,928-63.6% | $3,737-71.5% | $2,670-60.1% |
| Participant deferral / active EE | $1,629 | $3,659-55.5% | $4,878-66.6% | $4,125-60.5% |
| Admin fee / account holder | $447 | $5,216-91.4% | $6,730-93.4% | $5,651-92.1% |