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 | $18,123 | $63,355-71.4% | $91,989-80.3% | $72,985-75.2% |
| Participation rate | 55.3% | 72.5%-17.3pp | 78.6%-23.4pp | 69.5%-14.2pp |
| Annual return | 44.27% | 35.35%+8.9pp | 69.02%-24.8pp | 81.00%-36.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,678 | $4,883+36.8% | $5,923+12.7% | $3,607+85.1% |
| Admin fee / account holder | $362 | $4,668-92.2% | $7,743-95.3% | $5,124-92.9% |