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 | $17,914 | $52,279-65.7% | $89,391-80.0% | $79,858-77.6% |
| Participation rate | 53.6% | 57.5%-4.0pp | 68.0%-14.4pp | 69.6%-16.1pp |
| Annual return | 17.40% | 22.16%-4.8pp | 245.62%-228.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $902 | $1,572-42.6% | $2,586-65.1% | $2,471-63.5% |
| Participant deferral / active EE | $1,175 | $2,740-57.1% | $3,890-69.8% | $3,740-68.6% |
| Admin fee / account holder | $761 | $3,356-77.3% | $4,881-84.4% | $5,306-85.7% |