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 | $57,184 | $77,314-26.0% | $177,989-67.9% | $80,856-29.3% |
| Participation rate | 52.5% | 65.7%-13.2pp | 77.1%-24.6pp | 67.6%-15.1pp |
| Annual return | 12.69% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,430 | $2,292-37.6% | $3,949-63.8% | $2,755-48.1% |
| Participant deferral / active EE | $3,946 | $4,411-10.5% | $6,276-37.1% | $4,296-8.1% |
| Admin fee / account holder | $3,504 | $7,191-51.3% | $10,363-66.2% | $6,918-49.4% |