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 | $44,013 | $81,248-45.8% | $155,509-71.7% | $80,856-45.6% |
| Participation rate | 54.2% | 66.2%-12.1pp | 78.2%-24.0pp | 67.6%-13.5pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $685 | $3,100-77.9% | $4,672-85.3% | $2,755-75.1% |
| Participant deferral / active EE | $1,726 | $3,452-50.0% | $5,626-69.3% | $4,296-59.8% |
| Admin fee / account holder | $3,449 | $7,997-56.9% | $15,912-78.3% | $6,918-50.1% |