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 | $47,810 | $57,590-17.0% | $86,233-44.6% | $82,448-42.0% |
| Participation rate | 52.8% | 57.9%-5.1pp | 69.0%-16.2pp | 68.1%-15.3pp |
| Annual return | 14.95% | 22.41%-7.5pp | 61.39%-46.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $680 | $1,655-58.9% | $2,504-72.9% | $2,551-73.3% |
| Participant deferral / active EE | $3,087 | $3,080+0.2% | $4,559-32.3% | $4,139-25.4% |
| Admin fee / account holder | $3,119 | $4,730-34.1% | $8,342-62.6% | $7,234-56.9% |