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 | $22,867 | $73,933-69.1% | $96,683-76.3% | $75,163-69.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 74.3%-13.2pp | 67.2%-6.1pp |
| Annual return | 15.57% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $881 | $2,928-69.9% | $3,737-76.4% | $2,670-67.0% |
| Participant deferral / active EE | $2,796 | $3,659-23.6% | $4,878-42.7% | $4,125-32.2% |
| Admin fee / account holder | $1,466 | $5,216-71.9% | $6,730-78.2% | $5,651-74.1% |