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 | $19,949 | $97,125-79.5% | $86,233-76.9% | $137,256-85.5% |
| Participation rate | 63.2% | 74.2%-11.0pp | 69.0%-5.9pp | 80.0%-16.8pp |
| Annual return | 18.27% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,259 | $2,841-55.7% | $2,504-49.7% | $4,156-69.7% |
| Participant deferral / active EE | $2,996 | $5,180-42.2% | $4,559-34.3% | $6,407-53.2% |
| Admin fee / account holder | $1,476 | $9,725-84.8% | $8,342-82.3% | $12,270-88.0% |