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 | $13,298 | $49,227-73.0% | $70,449-81.1% | $79,858-83.3% |
| Participation rate | 53.7% | 69.2%-15.4pp | 75.1%-21.3pp | 69.6%-15.9pp |
| Annual return | 7.15% | 30.06%-22.9pp | 109.03%-101.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $587 | $2,099-72.0% | $2,737-78.6% | $2,471-76.2% |
| Participant deferral / active EE | $2,530 | $2,768-8.6% | $3,709-31.8% | $3,740-32.4% |
| Admin fee / account holder | $1,435 | $2,878-50.2% | $3,845-62.7% | $5,306-73.0% |