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 | $11,227 | $60,022-81.3% | $88,946-87.4% | $84,808-86.8% |
| Participation rate | 64.6% | 57.8%+6.7pp | 68.8%-4.3pp | 68.3%-3.7pp |
| Annual return | 21.44% | 22.43%-1.0pp | 57.82%-36.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $824 | $1,703-51.6% | $2,555-67.7% | $2,631-68.7% |
| Participant deferral / active EE | $1,677 | $3,114-46.1% | $4,581-63.4% | $4,212-60.2% |
| Admin fee / account holder | $1,394 | $4,811-71.0% | $8,261-83.1% | $7,344-81.0% |