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 | $19,698 | $58,627-66.4% | $76,735-74.3% | $82,448-76.1% |
| Participation rate | 53.7% | 63.2%-9.6pp | 69.5%-15.8pp | 68.1%-14.4pp |
| Annual return | 16.88% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $660 | $1,729-61.8% | $2,454-73.1% | $2,551-74.1% |
| Participant deferral / active EE | $1,653 | $3,134-47.2% | $4,088-59.6% | $4,139-60.1% |
| Admin fee / account holder | $633 | $5,323-88.1% | $7,189-91.2% | $7,234-91.3% |