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 | $19,092 | $37,426-49.0% | $77,482-75.4% | $79,858-76.1% |
| Participation rate | 54.3% | 41.5%+12.8pp | 54.2%+0.1pp | 69.6%-15.3pp |
| Annual return | 21.08% | 39.70%-18.6pp | 54.79%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $207 | $637-67.4% | $986-79.0% | $2,471-91.6% |
| Participant deferral / active EE | $975 | $1,260-22.6% | $1,861-47.6% | $3,740-73.9% |
| Admin fee / account holder | $1,927 | $2,504-23.0% | $2,858-32.6% | $5,306-63.7% |