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 | $33,456 | $70,475-52.5% | $100,516-66.7% | $79,858-58.1% |
| Participation rate | 58.7% | 73.7%-15.0pp | 79.4%-20.7pp | 69.6%-11.0pp |
| Annual return | 21.95% | 21.90%+0.1pp | 30.89%-8.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $926 | $2,165-57.2% | $3,418-72.9% | $2,471-62.5% |
| Participant deferral / active EE | $5,524 | $5,181+6.6% | $6,270-11.9% | $3,740+47.7% |
| Admin fee / account holder | $838 | $4,478-81.3% | $8,081-89.6% | $5,306-84.2% |