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 | $30,799 | $64,121-52.0% | $78,805-60.9% | $116,875-73.6% |
| Participation rate | 34.4% | 71.0%-36.5pp | 73.6%-39.1pp | 74.5%-40.1pp |
| Annual return | 13.91% | 16.32%-2.4pp | -2.71%+16.6pp | 16.29%-2.4pp |
| Employer contribution / active EE | $681 | $2,257-69.8% | $4,059-83.2% | $3,288-79.3% |
| Participant deferral / active EE | $1,403 | $2,757-49.1% | $3,584-60.9% | $3,885-63.9% |
| Admin fee / account holder | $895 | $5,745-84.4% | $5,677-84.2% | $12,263-92.7% |