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 | $25,641 | $106,515-75.9% | $96,683-73.5% | $139,434-81.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 16.66% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $822 | $4,103-80.0% | $3,737-78.0% | $4,751-82.7% |
| Participant deferral / active EE | $2,519 | $5,454-53.8% | $4,878-48.4% | $6,710-62.5% |
| Admin fee / account holder | $1,321 | $7,877-83.2% | $6,730-80.4% | $11,403-88.4% |