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 | $24,561 | $78,672-68.8% | $109,143-77.5% | $85,850-71.4% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 15.75% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $843 | $2,735-69.2% | $3,722-77.4% | $2,565-67.2% |
| Participant deferral / active EE | $1,633 | $3,467-52.9% | $4,653-64.9% | $3,952-58.7% |
| Admin fee / account holder | $385 | $5,469-93.0% | $6,752-94.3% | $6,260-93.8% |