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 | $9,774 | $85,022-88.5% | $70,515-86.1% | $139,434-93.0% |
| Participation rate | 61.5% | 73.9%-12.4pp | 68.3%-6.8pp | 80.3%-18.8pp |
| Annual return | 18.57% | 30.38%-11.8pp | 32.77%-14.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $871 | $3,909-77.7% | $2,973-70.7% | $4,751-81.7% |
| Participant deferral / active EE | $1,756 | $5,890-70.2% | $4,567-61.5% | $6,710-73.8% |
| Admin fee / account holder | $331 | $8,906-96.3% | $6,412-94.8% | $11,403-97.1% |