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 | $18,211 | $61,774-70.5% | $97,226-81.3% | $80,856-77.5% |
| Participation rate | 69.2% | 63.5%+5.7pp | 72.7%-3.5pp | 67.6%+1.6pp |
| Annual return | 14.61% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $802 | $1,837-56.3% | $2,729-70.6% | $2,755-70.9% |
| Participant deferral / active EE | $1,433 | $3,029-52.7% | $4,264-66.4% | $4,296-66.6% |
| Admin fee / account holder | $1,462 | $5,166-71.7% | $5,654-74.1% | $6,918-78.9% |