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 | $18,165 | $52,836-65.6% | $105,738-82.8% | $64,186-71.7% |
| Participation rate | 40.0% | 66.5%-26.5pp | 76.3%-36.3pp | 69.6%-29.6pp |
| Annual return | 11.45% | 14.30%-2.8pp | 6.27%+5.2pp | 7.63%+3.8pp |
| Employer contribution / active EE | $789 | $1,827-56.8% | $3,268-75.9% | $2,381-66.9% |
| Participant deferral / active EE | $3,694 | $2,545+45.1% | $4,080-9.5% | $3,470+6.5% |
| Admin fee / account holder | $2,736 | $3,959-30.9% | $6,913-60.4% | $4,888-44.0% |