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 8-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 | $19,780 | $102,966-80.8% | $90,281-78.1% | $152,861-87.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 24.65% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,351 | $3,139-57.0% | $2,854-52.7% | $4,762-71.6% |
| Participant deferral / active EE | $2,536 | $4,281-40.8% | $3,885-34.7% | $5,850-56.6% |
| Admin fee / account holder | $1,215 | $6,171-80.3% | $5,351-77.3% | $11,596-89.5% |