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 | $16,579 | $45,073-63.2% | $69,455-76.1% | $72,985-77.3% |
| Participation rate | 38.5% | 68.5%-30.0pp | 74.6%-36.1pp | 69.5%-31.0pp |
| Annual return | 22.34% | 22.65%-0.3pp | 28.97%-6.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $879 | $2,054-57.2% | $2,779-68.4% | $2,440-64.0% |
| Participant deferral / active EE | $2,495 | $2,602-4.1% | $3,535-29.4% | $3,607-30.8% |
| Admin fee / account holder | $516 | $3,056-83.1% | $3,839-86.6% | $5,124-89.9% |