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 | $23,238 | $63,703-63.5% | $93,063-75.0% | $82,448-71.8% |
| Participation rate | 25.9% | 63.8%-37.9pp | 72.1%-46.2pp | 68.1%-42.1pp |
| Annual return | 27.11% | -775.43%+802.5pp | 34.15%-7.0pp | 41.64%-14.5pp |
| Employer contribution / active EE | $489 | $1,729-71.7% | $2,476-80.3% | $2,551-80.8% |
| Participant deferral / active EE | $1,271 | $2,919-56.5% | $3,958-67.9% | $4,139-69.3% |
| Admin fee / account holder | $5,610 | $5,982-6.2% | $6,033-7.0% | $7,234-22.5% |