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 | $17,133 | $85,022-79.8% | $70,515-75.7% | $139,434-87.7% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 12.42% | 30.38%-18.0pp | 32.77%-20.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,853 | $3,909-52.6% | $2,973-37.7% | $4,751-61.0% |
| Participant deferral / active EE | $4,035 | $5,890-31.5% | $4,567-11.6% | $6,710-39.9% |
| Admin fee / account holder | $1,222 | $8,906-86.3% | $6,412-80.9% | $11,403-89.3% |