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 | $40,819 | $74,927-45.5% | $101,794-59.9% | $84,808-51.9% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.1pp | 68.3%+0.7pp |
| Annual return | 13.66% | 18.70%-5.0pp | 30.53%-16.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,267 | $1,522-16.8% | $2,289-44.7% | $2,631-51.9% |
| Participant deferral / active EE | $5,842 | $3,099+88.5% | $4,084+43.0% | $4,212+38.7% |
| Admin fee / account holder | $5,865 | $6,514-10.0% | $8,777-33.2% | $7,344-20.1% |