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 | $19,658 | $45,073-56.4% | $69,455-71.7% | $72,985-73.1% |
| Participation rate | 63.9% | 68.5%-4.6pp | 74.6%-10.7pp | 69.5%-5.6pp |
| Annual return | 6.01% | 22.65%-16.6pp | 28.97%-23.0pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,011 | $2,054-50.8% | $2,779-63.6% | $2,440-58.6% |
| Participant deferral / active EE | $1,868 | $2,602-28.2% | $3,535-47.2% | $3,607-48.2% |
| Admin fee / account holder | $1,457 | $3,056-52.3% | $3,839-62.0% | $5,124-71.6% |