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 | $24,004 | $27,827-13.7% | $65,255-63.2% | $71,457-66.4% |
| Participation rate | 41.1% | 57.6%-16.5pp | 65.0%-23.9pp | 67.9%-26.8pp |
| Annual return | 17.82% | 41.58%-23.8pp | 47.35%-29.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,071 | $1,405-23.8% | $1,691-36.7% | $2,588-58.6% |
| Participant deferral / active EE | $1,650 | $1,861-11.4% | $2,831-41.7% | $4,289-61.5% |
| Admin fee / account holder | $2,126 | $3,850-44.8% | $4,112-48.3% | $1,587+33.9% |