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 | $26,229 | $77,899-66.3% | $149,673-82.5% | $75,163-65.1% |
| Participation rate | 64.2% | 65.6%-1.4pp | 78.8%-14.6pp | 67.2%-3.0pp |
| Annual return | 14.28% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $393 | $3,137-87.5% | $4,818-91.8% | $2,670-85.3% |
| Participant deferral / active EE | $1,664 | $3,411-51.2% | $5,680-70.7% | $4,125-59.7% |
| Admin fee / account holder | $1,167 | $5,956-80.4% | $13,210-91.2% | $5,651-79.3% |