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 | $40,345 | $45,035-10.4% | $62,995-36.0% | $70,131-42.5% |
| Participation rate | 56.2% | 69.5%-13.3pp | 74.8%-18.6pp | 69.5%-13.4pp |
| Annual return | 11.68% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $506 | $2,051-75.4% | $2,759-81.7% | $2,342-78.4% |
| Participant deferral / active EE | $1,787 | $2,465-27.5% | $3,329-46.3% | $3,332-46.4% |
| Admin fee / account holder | $5,939 | $2,834+109.5% | $3,600+65.0% | $4,645+27.8% |