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 6-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 | $25,755 | $85,022-69.7% | $70,515-63.5% | $139,434-81.5% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.37% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $842 | $3,909-78.5% | $2,973-71.7% | $4,751-82.3% |
| Participant deferral / active EE | $2,496 | $5,890-57.6% | $4,567-45.3% | $6,710-62.8% |
| Admin fee / account holder | $646 | $8,906-92.7% | $6,412-89.9% | $11,403-94.3% |