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 | $38,977 | $67,606-42.3% | $82,313-52.6% | $70,131-44.4% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 15.42% | 21.57%-6.1pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $866 | $1,755-50.6% | $2,428-64.3% | $2,342-63.0% |
| Participant deferral / active EE | $2,935 | $2,987-1.7% | $3,706-20.8% | $3,332-11.9% |
| Admin fee / account holder | $4,868 | $4,512+7.9% | $5,608-13.2% | $4,645+4.8% |