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 | $23,740 | $85,202-72.1% | $172,739-86.3% | $72,985-67.5% |
| Participation rate | 57.9% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.6pp |
| Annual return | 25.63% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $939 | $3,324-71.7% | $5,143-81.7% | $2,440-61.5% |
| Participant deferral / active EE | $3,527 | $3,260+8.2% | $5,198-32.1% | $3,607-2.2% |
| Admin fee / account holder | $416 | $5,884-92.9% | $13,954-97.0% | $5,124-91.9% |