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 | $16,280 | $69,515-76.6% | $86,874-81.3% | $85,850-81.0% |
| Participation rate | 59.7% | 66.3%-6.6pp | 71.6%-11.9pp | 69.3%-9.6pp |
| Annual return | 12.00% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,259 | $1,880-33.0% | $2,495-49.5% | $2,565-50.9% |
| Participant deferral / active EE | $2,149 | $2,919-26.4% | $3,699-41.9% | $3,952-45.6% |
| Admin fee / account holder | $1,518 | $5,972-74.6% | $5,828-73.9% | $6,260-75.7% |