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 | $30,599 | $54,762-44.1% | $90,281-66.1% | $72,985-58.1% |
| Participation rate | 45.4% | 65.1%-19.8pp | 73.3%-27.9pp | 69.5%-24.1pp |
| Annual return | 22.20% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $542 | $2,092-74.1% | $2,854-81.0% | $2,440-77.8% |
| Participant deferral / active EE | $1,121 | $2,887-61.2% | $3,885-71.1% | $3,607-68.9% |
| Admin fee / account holder | $803 | $3,972-79.8% | $5,351-85.0% | $5,124-84.3% |