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 | $21,681 | $45,035-51.9% | $62,995-65.6% | $70,131-69.1% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 11.37% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $836 | $2,051-59.2% | $2,759-69.7% | $2,342-64.3% |
| Participant deferral / active EE | $2,619 | $2,465+6.3% | $3,329-21.3% | $3,332-21.4% |
| Admin fee / account holder | $2,454 | $2,834-13.4% | $3,600-31.8% | $4,645-47.2% |