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 | $116,167-82.9% | $64,489-69.1% | $137,256-85.5% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 18.20% | 36.55%-18.4pp | 55.03%-36.8pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,132 | $2,483-54.4% | $1,523-25.7% | $4,156-72.8% |
| Participant deferral / active EE | $4,886 | $4,215+15.9% | $2,778+75.9% | $6,407-23.7% |
| Admin fee / account holder | $585 | $6,188-90.5% | $4,260-86.3% | $12,270-95.2% |