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 | $26,748 | $59,097-54.7% | $82,389-67.5% | $74,304-64.0% |
| Participation rate | 29.3% | 52.8%-23.5pp | 69.5%-40.3pp | 60.3%-31.1pp |
| Annual return | 17.72% | 22.85%-5.1pp | 28.67%-11.0pp | 29.43%-11.7pp |
| Employer contribution / active EE | $411 | $1,601-74.3% | $2,517-83.7% | $2,241-81.7% |
| Participant deferral / active EE | $1,160 | $2,775-58.2% | $4,155-72.1% | $3,767-69.2% |
| Admin fee / account holder | $1,634 | $4,489-63.6% | $7,231-77.4% | $2,969-45.0% |