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 | $14,188 | $55,706-74.5% | $75,886-81.3% | $72,985-80.6% |
| Participation rate | 63.4% | 61.1%+2.3pp | 69.3%-5.9pp | 69.5%-6.1pp |
| Annual return | 21.10% | 27.59%-6.5pp | 30.76%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $536 | $1,687-68.2% | $2,500-78.6% | $2,440-78.1% |
| Participant deferral / active EE | $1,921 | $2,634-27.1% | $3,603-46.7% | $3,607-46.7% |
| Admin fee / account holder | $599 | $3,978-85.0% | $5,418-89.0% | $5,124-88.3% |