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 7-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 | $81,227 | $89,753-9.5% | $107,525-24.5% | $84,808-4.2% |
| Participation rate | 27.4% | 68.1%-40.7pp | 75.1%-47.7pp | 68.3%-40.9pp |
| Annual return | 14.72% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,070 | $4,056-49.0% | $5,116-59.5% | $4,212-50.8% |
| Admin fee / account holder | $2,296 | $7,222-68.2% | $8,919-74.3% | $7,344-68.7% |