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 7-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 | $22,061 | $73,933-70.2% | $96,683-77.2% | $75,163-70.6% |
| Participation rate | 56.6% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.6pp |
| Annual return | 23.12% | 26.70%-3.6pp | 35.69%-12.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $884 | $2,928-69.8% | $3,737-76.3% | $2,670-66.9% |
| Participant deferral / active EE | $4,228 | $3,659+15.6% | $4,878-13.3% | $4,125+2.5% |
| Admin fee / account holder | $677 | $5,216-87.0% | $6,730-89.9% | $5,651-88.0% |