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 | $26,401 | $77,899-66.1% | $149,673-82.4% | $75,163-64.9% |
| Participation rate | 66.0% | 65.6%+0.4pp | 78.8%-12.8pp | 67.2%-1.2pp |
| Annual return | 22.08% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $741 | $3,137-76.4% | $4,818-84.6% | $2,670-72.3% |
| Participant deferral / active EE | $2,653 | $3,411-22.2% | $5,680-53.3% | $4,125-35.7% |
| Admin fee / account holder | $740 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |