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 | $46,040 | $57,590-20.1% | $86,233-46.6% | $82,448-44.2% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 13.91% | 22.41%-8.5pp | 61.39%-47.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $776 | $1,655-53.1% | $2,504-69.0% | $2,551-69.6% |
| Participant deferral / active EE | $1,294 | $3,080-58.0% | $4,559-71.6% | $4,139-68.7% |
| Admin fee / account holder | $1,652 | $4,730-65.1% | $8,342-80.2% | $7,234-77.2% |