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 | $64,568 | $65,041-0.7% | $90,951-29.0% | $79,858-19.1% |
| Participation rate | 31.5% | 61.6%-30.1pp | 69.0%-37.5pp | 69.6%-38.1pp |
| Annual return | 19.93% | 30.45%-10.5pp | 134.60%-114.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,057 | $1,247-15.3% | $2,122-50.2% | $2,471-57.2% |
| Participant deferral / active EE | $2,245 | $2,512-10.6% | $3,373-33.4% | $3,740-40.0% |
| Admin fee / account holder | $2,339 | $4,536-48.4% | $5,959-60.7% | $5,306-55.9% |