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 | $16,813 | $95,416-82.4% | $185,823-91.0% | $85,850-80.4% |
| Participation rate | 56.4% | 68.8%-12.4pp | 81.7%-25.3pp | 69.3%-12.9pp |
| Annual return | 17.85% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $677 | $3,314-79.6% | $5,167-86.9% | $2,565-73.6% |
| Participant deferral / active EE | $2,154 | $3,423-37.1% | $5,568-61.3% | $3,952-45.5% |
| Admin fee / account holder | $490 | $7,213-93.2% | $16,237-97.0% | $6,260-92.2% |