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 | $76,781 | $81,248-5.5% | $155,509-50.6% | $80,856-5.0% |
| Participation rate | 62.5% | 66.2%-3.7pp | 78.2%-15.7pp | 67.6%-5.1pp |
| Annual return | 15.72% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $796 | $3,100-74.3% | $4,672-83.0% | $2,755-71.1% |
| Participant deferral / active EE | $1,679 | $3,452-51.4% | $5,626-70.2% | $4,296-60.9% |
| Admin fee / account holder | $759 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |