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 | $80,270 | $70,475+13.9% | $100,516-20.1% | $79,858+0.5% |
| Participation rate | 34.8% | 73.7%-38.9pp | 79.4%-44.6pp | 69.6%-34.9pp |
| Annual return | 13.98% | 21.90%-7.9pp | 30.89%-16.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,017 | $5,181+74.0% | $6,270+43.8% | $3,740+141.1% |
| Admin fee / account holder | $9,096 | $4,478+103.1% | $8,081+12.6% | $5,306+71.4% |