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 | $62,787 | $81,248-22.7% | $155,509-59.6% | $80,856-22.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 16.45% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $682 | $3,100-78.0% | $4,672-85.4% | $2,755-75.2% |
| Participant deferral / active EE | $3,238 | $3,452-6.2% | $5,626-42.4% | $4,296-24.6% |
| Admin fee / account holder | $1,927 | $7,997-75.9% | $15,912-87.9% | $6,918-72.1% |