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 | $129,168 | $52,580+145.7% | $71,671+80.2% | $70,131+84.2% |
| Participation rate | 41.2% | 60.9%-19.7pp | 68.7%-27.6pp | 69.5%-28.4pp |
| Annual return | 13.54% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,538 | $2,386-35.6% | $3,438-55.3% | $3,332-53.9% |
| Admin fee / account holder | $13,428 | $3,653+267.6% | $5,558+141.6% | $4,645+189.1% |