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 | $57,027 | $59,097-3.5% | $82,389-30.8% | $74,304-23.3% |
| Participation rate | 39.0% | 52.8%-13.7pp | 69.5%-30.5pp | 60.3%-21.3pp |
| Annual return | 14.55% | 22.85%-8.3pp | 28.67%-14.1pp | 29.43%-14.9pp |
| Employer contribution / active EE | $635 | $1,601-60.3% | $2,517-74.8% | $2,241-71.6% |
| Participant deferral / active EE | $1,885 | $2,775-32.1% | $4,155-54.6% | $3,767-50.0% |
| Admin fee / account holder | $5,963 | $4,489+32.8% | $7,231-17.5% | $2,969+100.8% |