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 | $19,914 | $118,427-83.2% | $66,042-69.8% | $142,382-86.0% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 18.20% | 35.57%-17.4pp | 52.11%-33.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,132 | $2,570-55.9% | $1,579-28.3% | $4,299-73.7% |
| Participant deferral / active EE | $4,886 | $4,311+13.3% | $2,835+72.3% | $6,507-24.9% |
| Admin fee / account holder | $585 | $9,593-93.9% | $5,747-89.8% | $12,624-95.4% |