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 | $23,480 | $72,277-67.5% | $101,248-76.8% | $79,858-70.6% |
| Participation rate | 19.6% | 68.5%-48.9pp | 75.8%-56.2pp | 69.6%-50.0pp |
| Annual return | 28.79% | 22.30%+6.5pp | 46.47%-17.7pp | 31.71%-2.9pp |
| Employer contribution / active EE | $690 | $2,692-74.4% | $3,660-81.1% | $2,471-72.1% |
| Participant deferral / active EE | $1,780 | $3,282-45.8% | $4,370-59.3% | $3,740-52.4% |
| Admin fee / account holder | $340 | $4,400-92.3% | $5,945-94.3% | $5,306-93.6% |