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 | $43,754 | $81,233-46.1% | $155,567-71.9% | $80,874-45.9% |
| Participation rate | 29.9% | 66.2%-36.4pp | 78.2%-48.3pp | 67.6%-37.8pp |
| Annual return | 14.73% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $474 | $3,101-84.7% | $4,674-89.9% | $2,756-82.8% |
| Participant deferral / active EE | $1,139 | $3,452-67.0% | $5,628-79.8% | $4,297-73.5% |
| Admin fee / account holder | $568 | $7,998-92.9% | $15,916-96.4% | $6,935-91.8% |