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 7-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 | $75,493 | $78,672-4.0% | $109,143-30.8% | $85,850-12.1% |
| Participation rate | 32.6% | 68.3%-35.7pp | 75.9%-43.3pp | 69.3%-36.8pp |
| Annual return | 12.45% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $684 | $2,735-75.0% | $3,722-81.6% | $2,565-73.3% |
| Participant deferral / active EE | $2,119 | $3,467-38.9% | $4,653-54.5% | $3,952-46.4% |
| Admin fee / account holder | $524 | $5,469-90.4% | $6,752-92.2% | $6,260-91.6% |