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 | $30,947 | $106,515-70.9% | $96,683-68.0% | $139,434-77.8% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 18.87% | 38.43%-19.6pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,772 | $4,103-56.8% | $3,737-52.6% | $4,751-62.7% |
| Participant deferral / active EE | $3,214 | $5,454-41.1% | $4,878-34.1% | $6,710-52.1% |
| Admin fee / account holder | $4,235 | $7,877-46.2% | $6,730-37.1% | $11,403-62.9% |