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 | $51,831 | $48,750+6.3% | $88,946-41.7% | $74,304-30.2% |
| Participation rate | 26.4% | 44.5%-18.0pp | 68.8%-42.4pp | 60.3%-33.9pp |
| Annual return | 31.59% | 25.91%+5.7pp | 57.82%-26.2pp | 29.43%+2.2pp |
| Employer contribution / active EE | $552 | $1,255-56.0% | $2,555-78.4% | $2,241-75.3% |
| Participant deferral / active EE | $1,516 | $2,423-37.4% | $4,581-66.9% | $3,767-59.8% |
| Admin fee / account holder | $772 | $3,756-79.4% | $8,261-90.7% | $2,969-74.0% |