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 | $54,735 | $81,446-32.8% | $103,374-47.1% | $80,874-32.3% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 17.68% | 25.57%-7.9pp | 24.89%-7.2pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,365 | $3,107-56.1% | $3,869-64.7% | $2,756-50.5% |
| Participant deferral / active EE | $3,305 | $3,870-14.6% | $5,058-34.6% | $4,297-23.1% |
| Admin fee / account holder | $3,658 | $6,715-45.5% | $8,394-56.4% | $6,935-47.2% |