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 | $75,279 | $63,764+18.1% | $81,930-8.1% | $79,858-5.7% |
| Participation rate | 52.0% | 67.5%-15.5pp | 72.0%-20.0pp | 69.6%-17.6pp |
| Annual return | 11.65% | 22.66%-11.0pp | 29.49%-17.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $526 | $1,795-70.7% | $4,310-87.8% | $2,471-78.7% |
| Participant deferral / active EE | $3,727 | $2,780+34.0% | $7,107-47.6% | $3,740-0.4% |
| Admin fee / account holder | $2,086 | $4,426-52.9% | $5,158-59.6% | $5,306-60.7% |