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 6-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 | $16,128 | $106,515-84.9% | $96,683-83.3% | $139,434-88.4% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 28.75% | 38.43%-9.7pp | 35.69%-6.9pp | 372.94%-344.2pp |
| Employer contribution / active EE | $917 | $4,103-77.6% | $3,737-75.5% | $4,751-80.7% |
| Participant deferral / active EE | $3,555 | $5,454-34.8% | $4,878-27.1% | $6,710-47.0% |
| Admin fee / account holder | $1,184 | $7,877-85.0% | $6,730-82.4% | $11,403-89.6% |