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 | $22,935 | $48,046-52.3% | $84,611-72.9% | $72,985-68.6% |
| Participation rate | 39.5% | 57.6%-18.0pp | 68.2%-28.7pp | 69.5%-30.0pp |
| Annual return | 23.85% | 37.38%-13.5pp | 258.74%-234.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $796 | $1,602-50.3% | $2,652-70.0% | $2,440-67.4% |
| Participant deferral / active EE | $1,842 | $2,680-31.3% | $3,899-52.8% | $3,607-48.9% |
| Admin fee / account holder | $2,193 | $3,395-35.4% | $4,912-55.4% | $5,124-57.2% |