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 7-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 | $15,445 | $47,922-67.8% | $75,886-79.6% | $65,185-76.3% |
| Participation rate | 46.6% | 63.0%-16.4pp | 69.3%-22.7pp | 70.2%-23.6pp |
| Annual return | 22.94% | 24.12%-1.2pp | 30.76%-7.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $859 | $1,557-44.9% | $2,500-65.7% | $2,177-60.6% |
| Participant deferral / active EE | $1,441 | $2,550-43.5% | $3,603-60.0% | $3,514-59.0% |
| Admin fee / account holder | $1,275 | $532+139.9% | $5,418-76.5% | $847+50.6% |