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 | $30,185 | $87,166-65.4% | $76,735-60.7% | $137,256-78.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 14.31% | 26.50%-12.2pp | 29.77%-15.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,725 | $2,904-40.6% | $2,454-29.7% | $4,156-58.5% |
| Participant deferral / active EE | $4,801 | $4,726+1.6% | $4,088+17.4% | $6,407-25.1% |
| Admin fee / account holder | $2,669 | $8,403-68.2% | $7,189-62.9% | $12,270-78.2% |