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 | $26,713 | $98,750-72.9% | $149,696-82.2% | $79,858-66.5% |
| Participation rate | 58.8% | 75.8%-16.9pp | 82.5%-23.7pp | 69.6%-10.8pp |
| Annual return | 24.73% | 27.43%-2.7pp | 276.60%-251.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $849 | $3,216-73.6% | $4,644-81.7% | $2,471-65.6% |
| Participant deferral / active EE | $5,392 | $5,680-5.1% | $6,842-21.2% | $3,740+44.2% |
| Admin fee / account holder | $7,990 | $6,053+32.0% | $9,309-14.2% | $5,306+50.6% |