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 | $16,543 | $77,899-78.8% | $149,673-88.9% | $75,163-78.0% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 18.44% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $805 | $3,137-74.3% | $4,818-83.3% | $2,670-69.8% |
| Participant deferral / active EE | $1,649 | $3,411-51.7% | $5,680-71.0% | $4,125-60.0% |
| Admin fee / account holder | $1,806 | $5,956-69.7% | $13,210-86.3% | $5,651-68.0% |