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 | $15,598 | $59,839-73.9% | $81,983-81.0% | $79,858-80.5% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.2%-15.7pp | 69.6%-16.1pp |
| Annual return | 20.41% | 17.56%+2.8pp | 41.31%-20.9pp | 31.71%-11.3pp |
| Employer contribution / active EE | $888 | $1,713-48.2% | $2,498-64.5% | $2,471-64.1% |
| Participant deferral / active EE | $1,173 | $2,695-56.5% | $3,722-68.5% | $3,740-68.6% |
| Admin fee / account holder | $1,706 | $4,287-60.2% | $5,664-69.9% | $5,306-67.8% |