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 | $21,414 | $72,277-70.4% | $101,248-78.9% | $79,858-73.2% |
| Participation rate | 36.7% | 68.5%-31.8pp | 75.8%-39.1pp | 69.6%-33.0pp |
| Annual return | 16.42% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $913 | $2,692-66.1% | $3,660-75.0% | $2,471-63.0% |
| Participant deferral / active EE | $1,425 | $3,282-56.6% | $4,370-67.4% | $3,740-61.9% |
| Admin fee / account holder | $7,652 | $4,400+73.9% | $5,945+28.7% | $5,306+44.2% |