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 | $15,774 | $106,515-85.2% | $96,683-83.7% | $139,434-88.7% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 21.34% | 38.43%-17.1pp | 35.69%-14.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,228 | $4,103-70.1% | $3,737-67.1% | $4,751-74.2% |
| Participant deferral / active EE | $2,748 | $5,454-49.6% | $4,878-43.7% | $6,710-59.0% |
| Admin fee / account holder | $305 | $7,877-96.1% | $6,730-95.5% | $11,403-97.3% |