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 | $8,744 | $60,892-85.6% | $82,389-89.4% | $84,808-89.7% |
| Participation rate | 61.1% | 63.3%-2.2pp | 69.5%-8.5pp | 68.3%-7.3pp |
| Annual return | 19.37% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $893 | $1,779-49.8% | $2,517-64.5% | $2,631-66.1% |
| Participant deferral / active EE | $1,558 | $3,179-51.0% | $4,155-62.5% | $4,212-63.0% |
| Admin fee / account holder | $1,690 | $5,467-69.1% | $7,231-76.6% | $7,344-77.0% |