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 | $18,051 | $43,327-58.3% | $59,878-69.9% | $64,186-71.9% |
| Participation rate | 68.9% | 69.2%-0.3pp | 74.7%-5.8pp | 69.6%-0.7pp |
| Annual return | 6.90% | -1.55%+8.4pp | 3.46%+3.4pp | 7.63%-0.7pp |
| Employer contribution / active EE | $669 | $2,028-67.0% | $2,722-75.4% | $2,381-71.9% |
| Participant deferral / active EE | $1,278 | $2,546-49.8% | $3,402-62.4% | $3,470-63.2% |
| Admin fee / account holder | $1,321 | $3,005-56.0% | $3,590-63.2% | $4,888-73.0% |