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 8-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 | $39,628 | $80,968-51.1% | $96,544-59.0% | $75,163-47.3% |
| Participation rate | 30.8% | 71.8%-41.0pp | 76.0%-45.2pp | 67.2%-36.4pp |
| Annual return | 14.68% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-145.9pp |
| Employer contribution / active EE | $819 | $2,282-64.1% | $2,965-72.4% | $2,670-69.3% |
| Participant deferral / active EE | $2,163 | $3,928-44.9% | $4,851-55.4% | $4,125-47.6% |
| Admin fee / account holder | $6,476 | $6,724-3.7% | $8,252-21.5% | $5,651+14.6% |