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 | $15,001 | $54,705-72.6% | $71,209-78.9% | $84,808-82.3% |
| Participation rate | 56.8% | 64.1%-7.3pp | 73.8%-16.9pp | 68.3%-11.5pp |
| Annual return | 22.35% | 35.90%-13.5pp | 282.51%-260.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $302 | $2,158-86.0% | $2,721-88.9% | $2,631-88.5% |
| Participant deferral / active EE | $2,263 | $3,030-25.3% | $4,175-45.8% | $4,212-46.3% |
| Admin fee / account holder | $607 | $4,863-87.5% | $5,349-88.6% | $7,344-91.7% |