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 | $26,092 | $59,101-55.9% | $77,163-66.2% | $75,163-65.3% |
| Participation rate | 16.3% | 63.9%-47.6pp | 69.6%-53.3pp | 67.2%-50.9pp |
| Annual return | 20.76% | 26.71%-5.9pp | 37.87%-17.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $666 | $1,995-66.6% | $2,535-73.7% | $2,670-75.1% |
| Participant deferral / active EE | $1,029 | $2,999-65.7% | $3,833-73.2% | $4,125-75.1% |
| Admin fee / account holder | $963 | $4,774-79.8% | $5,472-82.4% | $5,651-83.0% |