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 5-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 | $35,966 | $87,166-58.7% | $76,735-53.1% | $137,256-73.8% |
| Participation rate | 55.6% | 74.4%-18.8pp | 69.5%-13.9pp | 80.0%-24.4pp |
| Annual return | 16.86% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $773 | $2,904-73.4% | $2,454-68.5% | $4,156-81.4% |
| Participant deferral / active EE | $1,731 | $4,726-63.4% | $4,088-57.6% | $6,407-73.0% |
| Admin fee / account holder | $432 | $8,403-94.9% | $7,189-94.0% | $12,270-96.5% |