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 9-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 | $13,594 | $90,503-85.0% | $78,689-82.7% | $273,961-95.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 4.00% | 75.60%-71.6pp | 62.18%-58.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,898 | $3,176+54.2% | $2,851+71.8% | $4,869+0.6% |
| Participant deferral / active EE | $7,965 | $3,901+104.2% | $3,517+126.5% | $5,287+50.6% |
| Admin fee / account holder | $1,850 | $5,263-64.8% | $4,510-59.0% | $10,132-81.7% |