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 7-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 | $13,452 | $49,227-72.7% | $70,449-80.9% | $79,858-83.2% |
| Participation rate | 67.7% | 69.2%-1.4pp | 75.1%-7.3pp | 69.6%-1.9pp |
| Annual return | 24.69% | 30.06%-5.4pp | 109.03%-84.3pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,942 | $2,768+42.4% | $3,709+6.3% | $3,740+5.4% |
| Admin fee / account holder | $1,819 | $2,878-36.8% | $3,845-52.7% | $5,306-65.7% |