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 | $16,457 | $105,931-84.5% | $81,930-79.9% | $158,922-89.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 25.29% | 38.17%-12.9pp | 29.49%-4.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,185 | $7,800-84.8% | $4,310-72.5% | $4,761-75.1% |
| Participant deferral / active EE | $6,955 | $13,003-46.5% | $7,107-2.1% | $5,982+16.3% |
| Admin fee / account holder | $378 | $8,489-95.5% | $5,158-92.7% | $11,246-96.6% |