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 | $35,757 | $49,915-28.4% | $154,803-76.9% | $74,304-51.9% |
| Participation rate | 24.5% | 54.0%-29.5pp | 78.1%-53.6pp | 60.3%-35.9pp |
| Annual return | 14.93% | 34.06%-19.1pp | 58.88%-44.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $864 | $2,255-61.7% | $5,540-84.4% | $3,767-77.1% |
| Admin fee / account holder | $2,039 | $2,189-6.9% | $14,329-85.8% | $2,969-31.3% |