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 | $25,727 | $72,277-64.4% | $101,248-74.6% | $79,858-67.8% |
| Participation rate | 32.4% | 68.5%-36.1pp | 75.8%-43.5pp | 69.6%-37.3pp |
| Annual return | 10.60% | 22.30%-11.7pp | 46.47%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $971 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $2,002 | $3,282-39.0% | $4,370-54.2% | $3,740-46.5% |
| Admin fee / account holder | $399 | $4,400-90.9% | $5,945-93.3% | $5,306-92.5% |