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 | $16,150 | $54,762-70.5% | $90,281-82.1% | $72,985-77.9% |
| Participation rate | 23.5% | 65.1%-41.6pp | 73.3%-49.7pp | 69.5%-46.0pp |
| Annual return | 24.99% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $339 | $2,092-83.8% | $2,854-88.1% | $2,440-86.1% |
| Participant deferral / active EE | $2,061 | $2,887-28.6% | $3,885-47.0% | $3,607-42.9% |
| Admin fee / account holder | $2,708 | $3,972-31.8% | $5,351-49.4% | $5,124-47.1% |