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 | $23,885 | $135,952-82.4% | $123,892-80.7% | $273,961-91.3% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 28.28% | 56.63%-28.3pp | 47.52%-19.2pp | 41.45%-13.2pp |
| Employer contribution / active EE | $1,660 | $5,170-67.9% | $4,617-64.0% | $4,869-65.9% |
| Participant deferral / active EE | $5,386 | $6,343-15.1% | $5,984-10.0% | $5,287+1.9% |
| Admin fee / account holder | $7,643 | $9,817-22.1% | $8,357-8.5% | $10,132-24.6% |