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 | $24,716 | $64,517-61.7% | $81,438-69.7% | $80,874-69.4% |
| Participation rate | 67.4% | 63.9%+3.5pp | 69.5%-2.1pp | 67.6%-0.2pp |
| Annual return | 15.81% | 16.35%-0.5pp | 24.74%-8.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $864 | $1,982-56.4% | $2,460-64.9% | $2,756-68.6% |
| Participant deferral / active EE | $2,493 | $3,096-19.5% | $3,883-35.8% | $4,297-42.0% |
| Admin fee / account holder | $421 | $5,677-92.6% | $5,764-92.7% | $6,935-93.9% |