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 9-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 | $22,290 | $68,719-67.6% | $91,541-75.7% | $84,808-73.7% |
| Participation rate | 55.6% | 64.5%-9.0pp | 69.8%-14.2pp | 68.3%-12.8pp |
| Annual return | 18.41% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $652 | $1,920-66.1% | $2,505-74.0% | $2,631-75.2% |
| Participant deferral / active EE | $4,324 | $3,136+37.9% | $4,008+7.9% | $4,212+2.7% |
| Admin fee / account holder | $4,385 | $5,786-24.2% | $6,956-37.0% | $7,344-40.3% |