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 | $53,075 | $54,705-3.0% | $71,209-25.5% | $84,808-37.4% |
| Participation rate | 37.7% | 64.1%-26.4pp | 73.8%-36.1pp | 68.3%-30.6pp |
| Annual return | 15.08% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $821 | $2,158-61.9% | $2,721-69.8% | $2,631-68.8% |
| Participant deferral / active EE | $1,370 | $3,030-54.8% | $4,175-67.2% | $4,212-67.5% |
| Admin fee / account holder | $6,680 | $4,863+37.4% | $5,349+24.9% | $7,344-9.0% |