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 7-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 | $14,483 | $116,167-87.5% | $64,489-77.5% | $137,256-89.4% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 22.00% | 36.55%-14.5pp | 55.03%-33.0pp | 220.34%-198.3pp |
| Employer contribution / active EE | $706 | $2,483-71.6% | $1,523-53.6% | $4,156-83.0% |
| Participant deferral / active EE | $3,766 | $4,215-10.6% | $2,778+35.6% | $6,407-41.2% |
| Admin fee / account holder | $323 | $6,188-94.8% | $4,260-92.4% | $12,270-97.4% |