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 9-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 | $15,864 | $102,245-84.5% | $89,340-82.2% | $137,256-88.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 23.38% | 21.89%+1.5pp | 20.57%+2.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,290 | $2,529-49.0% | $2,231-42.2% | $4,156-69.0% |
| Participant deferral / active EE | $1,585 | $4,436-64.3% | $3,823-58.5% | $6,407-75.3% |
| Admin fee / account holder | $1,299 | $8,085-83.9% | $6,704-80.6% | $12,270-89.4% |