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 | $40,461 | $59,097-31.5% | $82,389-50.9% | $74,304-45.5% |
| Participation rate | 30.7% | 52.8%-22.0pp | 69.5%-38.8pp | 60.3%-29.6pp |
| Annual return | 13.70% | 22.85%-9.2pp | 28.67%-15.0pp | 29.43%-15.7pp |
| Employer contribution / active EE | $549 | $1,601-65.7% | $2,517-78.2% | $2,241-75.5% |
| Participant deferral / active EE | $1,554 | $2,775-44.0% | $4,155-62.6% | $3,767-58.7% |
| Admin fee / account holder | $1,448 | $4,489-67.7% | $7,231-80.0% | $2,969-51.2% |