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 | $52,635 | $73,933-28.8% | $96,683-45.6% | $75,163-30.0% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 14.42% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $909 | $2,928-68.9% | $3,737-75.7% | $2,670-65.9% |
| Participant deferral / active EE | $1,840 | $3,659-49.7% | $4,878-62.3% | $4,125-55.4% |
| Admin fee / account holder | $1,712 | $5,216-67.2% | $6,730-74.6% | $5,651-69.7% |