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 | $11,276 | $60,022-81.2% | $88,946-87.3% | $84,808-86.7% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 19.40% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,004 | $3,114+28.6% | $4,581-12.6% | $4,212-4.9% |
| Admin fee / account holder | $586 | $4,811-87.8% | $8,261-92.9% | $7,344-92.0% |