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 | $44,512 | $99,341-55.2% | $84,750-47.5% | $273,961-83.8% |
| Participation rate | 26.1% | 80.7%-54.6pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 10.59% | 22.93%-12.3pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $802 | $4,214-81.0% | $3,574-77.6% | $4,869-83.5% |
| Participant deferral / active EE | $2,914 | $4,269-31.8% | $3,712-21.5% | $5,287-44.9% |
| Admin fee / account holder | $537 | $6,644-91.9% | $5,332-89.9% | $10,132-94.7% |