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 8-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 | $21,781 | $48,795-55.4% | $65,493-66.7% | $84,808-74.3% |
| Participation rate | 60.0% | 67.0%-7.0pp | 73.1%-13.1pp | 68.3%-8.3pp |
| Annual return | 19.81% | 20.20%-0.4pp | 982.45%-962.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $814 | $1,930-57.8% | $2,574-68.4% | $2,631-69.0% |
| Participant deferral / active EE | $2,923 | $2,928-0.2% | $3,961-26.2% | $4,212-30.6% |
| Admin fee / account holder | $324 | $3,877-91.7% | $5,028-93.6% | $7,344-95.6% |