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 | $41,913 | $64,480-35.0% | $81,382-48.5% | $80,856-48.2% |
| Participation rate | 22.6% | 63.9%-41.3pp | 69.5%-46.9pp | 67.6%-45.1pp |
| Annual return | 12.16% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $492 | $1,978-75.2% | $2,463-80.0% | $2,755-82.2% |
| Participant deferral / active EE | $1,527 | $3,094-50.7% | $3,883-60.7% | $4,296-64.5% |
| Admin fee / account holder | $466 | $5,671-91.8% | $5,768-91.9% | $6,918-93.3% |