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 | $20,673 | $65,395-68.4% | $182,532-88.7% | $72,985-71.7% |
| Participation rate | 35.5% | 65.4%-30.0pp | 78.0%-42.5pp | 69.5%-34.0pp |
| Annual return | 28.69% | 27.68%+1.0pp | 148.54%-119.9pp | 81.00%-52.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,397 | $3,563-4.7% | $5,524-38.5% | $3,607-5.8% |
| Admin fee / account holder | $1,469 | $4,245-65.4% | $8,592-82.9% | $5,124-71.3% |