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 | $24,916 | $110,261-77.4% | $95,745-74.0% | $139,434-82.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 24.08% | 27.11%-3.0pp | 28.35%-4.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,568 | $3,257-51.9% | $2,835-44.7% | $4,751-67.0% |
| Participant deferral / active EE | $3,727 | $4,676-20.3% | $4,245-12.2% | $6,710-44.5% |
| Admin fee / account holder | $4,761 | $6,613-28.0% | $5,678-16.2% | $11,403-58.2% |