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 9-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 | $16,572 | $115,770-85.7% | $101,248-83.6% | $158,922-89.6% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 14.93% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,526 | $4,175-63.4% | $3,660-58.3% | $4,761-67.9% |
| Participant deferral / active EE | $2,780 | $4,957-43.9% | $4,370-36.4% | $5,982-53.5% |
| Admin fee / account holder | $1,890 | $7,245-73.9% | $5,945-68.2% | $11,246-83.2% |