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 | $43,177 | $69,515-37.9% | $86,874-50.3% | $85,850-49.7% |
| Participation rate | 30.0% | 66.3%-36.3pp | 71.6%-41.6pp | 69.3%-39.3pp |
| Annual return | 13.56% | 20.12%-6.6pp | 63.52%-50.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $735 | $1,880-60.9% | $2,495-70.5% | $2,565-71.3% |
| Participant deferral / active EE | $2,052 | $2,919-29.7% | $3,699-44.5% | $3,952-48.1% |
| Admin fee / account holder | $2,788 | $5,972-53.3% | $5,828-52.2% | $6,260-55.5% |