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 | $46,393 | $77,164-39.9% | $178,014-73.9% | $80,874-42.6% |
| Participation rate | 37.3% | 65.7%-28.4pp | 77.1%-39.8pp | 67.6%-30.3pp |
| Annual return | 18.31% | 18.09%+0.2pp | 294.80%-276.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $832 | $2,288-63.6% | $3,950-78.9% | $2,756-69.8% |
| Participant deferral / active EE | $1,668 | $4,408-62.2% | $6,276-73.4% | $4,297-61.2% |
| Admin fee / account holder | $1,583 | $7,164-77.9% | $10,362-84.7% | $6,935-77.2% |