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 | $53,737 | $72,492-25.9% | $87,100-38.3% | $72,985-26.4% |
| Participation rate | 55.4% | 72.8%-17.5pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 21.66% | 24.46%-2.8pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $758 | $1,894-60.0% | $2,521-69.9% | $2,440-68.9% |
| Participant deferral / active EE | $3,715 | $3,270+13.6% | $4,049-8.2% | $3,607+3.0% |
| Admin fee / account holder | $448 | $5,055-91.1% | $7,497-94.0% | $5,124-91.3% |