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 | $15,096 | $45,073-66.5% | $69,455-78.3% | $72,985-79.3% |
| Participation rate | 61.4% | 68.5%-7.1pp | 74.6%-13.2pp | 69.5%-8.1pp |
| Annual return | 18.68% | 22.65%-4.0pp | 28.97%-10.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $650 | $2,054-68.4% | $2,779-76.6% | $2,440-73.4% |
| Participant deferral / active EE | $1,192 | $2,602-54.2% | $3,535-66.3% | $3,607-67.0% |
| Admin fee / account holder | $343 | $3,056-88.8% | $3,839-91.1% | $5,124-93.3% |