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 | $57,590-80.4% | $86,233-86.9% | $82,448-86.3% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.0%-5.0pp | 68.1%-4.1pp |
| Annual return | 19.40% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,004 | $3,080+30.0% | $4,559-12.2% | $4,139-3.3% |
| Admin fee / account holder | $586 | $4,730-87.6% | $8,342-93.0% | $7,234-91.9% |