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 | $15,757 | $54,762-71.2% | $90,281-82.5% | $72,985-78.4% |
| Participation rate | 27.7% | 65.1%-37.5pp | 73.3%-45.6pp | 69.5%-41.8pp |
| Annual return | 23.04% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $811 | $2,092-61.3% | $2,854-71.6% | $2,440-66.8% |
| Participant deferral / active EE | $1,179 | $2,887-59.2% | $3,885-69.6% | $3,607-67.3% |
| Admin fee / account holder | $569 | $3,972-85.7% | $5,351-89.4% | $5,124-88.9% |