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 | $40,902 | $73,933-44.7% | $96,683-57.7% | $75,163-45.6% |
| Participation rate | 24.2% | 66.4%-42.2pp | 74.3%-50.1pp | 67.2%-43.0pp |
| Annual return | 15.54% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $948 | $2,928-67.6% | $3,737-74.6% | $2,670-64.5% |
| Participant deferral / active EE | $1,627 | $3,659-55.5% | $4,878-66.6% | $4,125-60.6% |
| Admin fee / account holder | $6,011 | $5,216+15.2% | $6,730-10.7% | $5,651+6.4% |