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 | $30,774 | $81,460-62.2% | $103,333-70.2% | $80,856-61.9% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 15.60% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $997 | $3,105-67.9% | $3,868-74.2% | $2,755-63.8% |
| Participant deferral / active EE | $5,042 | $3,869+30.3% | $5,057-0.3% | $4,296+17.4% |
| Admin fee / account holder | $895 | $6,566-86.4% | $8,355-89.3% | $6,918-87.1% |