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 6-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 | $20,394 | $106,515-80.9% | $96,683-78.9% | $139,434-85.4% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 23.49% | 38.43%-14.9pp | 35.69%-12.2pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,403 | $4,103-65.8% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $1,574 | $5,454-71.1% | $4,878-67.7% | $6,710-76.5% |
| Admin fee / account holder | $786 | $7,877-90.0% | $6,730-88.3% | $11,403-93.1% |