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 7-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 | $22,680 | $107,334-78.9% | $92,893-75.6% | $152,861-85.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | 18.76% | 145.58%-126.8pp | 109.41%-90.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $998 | $4,221-76.4% | $3,653-72.7% | $4,762-79.1% |
| Participant deferral / active EE | $1,490 | $4,845-69.2% | $4,236-64.8% | $5,850-74.5% |
| Admin fee / account holder | $8,863 | $7,079+25.2% | $5,794+53.0% | $11,596-23.6% |