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 3-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 | $8,287 | $24,730-66.5% | $66,042-87.5% | $84,808-90.2% |
| Participation rate | 69.3% | 68.1%+1.2pp | 67.5%+1.8pp | 68.3%+1.0pp |
| Annual return | 21.32% | 79.55%-58.2pp | 52.11%-30.8pp | 40.90%-19.6pp |
| Employer contribution / active EE | $830 | $857-3.1% | $1,579-47.5% | $2,631-68.5% |
| Participant deferral / active EE | $1,851 | $1,737+6.6% | $2,835-34.7% | $4,212-56.0% |
| Admin fee / account holder | $846 | $3,014-71.9% | $5,747-85.3% | $7,344-88.5% |