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 | $32,829 | $96,557-66.0% | $80,975-59.5% | $273,961-88.0% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | 6.27% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,783 | $4,868-42.8% | $3,714-25.1% | $4,869-42.8% |
| Participant deferral / active EE | $3,243 | $6,598-50.9% | $5,696-43.1% | $5,287-38.7% |
| Admin fee / account holder | $2,506 | $7,492-66.6% | $5,516-54.6% | $10,132-75.3% |