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 | $18,664 | $81,248-77.0% | $155,509-88.0% | $80,856-76.9% |
| Participation rate | 65.0% | 66.2%-1.2pp | 78.2%-13.2pp | 67.6%-2.6pp |
| Annual return | 17.25% | 33.31%-16.1pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $420 | $3,100-86.5% | $4,672-91.0% | $2,755-84.8% |
| Participant deferral / active EE | $2,201 | $3,452-36.2% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $2,871 | $7,997-64.1% | $15,912-82.0% | $6,918-58.5% |