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 | $32,271 | $74,927-56.9% | $101,794-68.3% | $84,808-61.9% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.2%-2.1pp | 68.3%-1.2pp |
| Annual return | 18.12% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,391 | $1,522-8.6% | $2,289-39.2% | $2,631-47.1% |
| Participant deferral / active EE | $2,865 | $3,099-7.5% | $4,084-29.8% | $4,212-32.0% |
| Admin fee / account holder | $3,270 | $6,514-49.8% | $8,777-62.7% | $7,344-55.5% |