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 | $25,827 | $106,515-75.8% | $96,683-73.3% | $139,434-81.5% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.4pp |
| Annual return | 13.01% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,085 | $4,103-73.6% | $3,737-71.0% | $4,751-77.2% |
| Participant deferral / active EE | $1,827 | $5,454-66.5% | $4,878-62.5% | $6,710-72.8% |
| Admin fee / account holder | $8,857 | $7,877+12.4% | $6,730+31.6% | $11,403-22.3% |