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 | $26,603 | $56,897-53.2% | $84,750-68.6% | $62,891-57.7% |
| Participation rate | 52.5% | 68.5%-16.1pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 6.12% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $760 | $2,400-68.3% | $3,574-78.7% | $2,281-66.7% |
| Participant deferral / active EE | $1,664 | $2,709-38.6% | $3,712-55.2% | $3,203-48.0% |
| Admin fee / account holder | $2,798 | $3,581-21.9% | $5,332-47.5% | $4,296-34.9% |