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 | $26,563 | $81,248-67.3% | $155,509-82.9% | $80,856-67.1% |
| Participation rate | 62.7% | 66.2%-3.5pp | 78.2%-15.4pp | 67.6%-4.9pp |
| Annual return | 13.12% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $870 | $3,100-71.9% | $4,672-81.4% | $2,755-68.4% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,626-82.8% | $4,296-77.4% |
| Admin fee / account holder | $945 | $7,997-88.2% | $15,912-94.1% | $6,918-86.3% |