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 | $16,384 | $84,696-80.7% | $75,696-78.4% | $167,490-90.2% |
| Participation rate | 31.3% | 77.8%-46.6pp | 74.8%-43.6pp | 82.1%-50.9pp |
| Annual return | 16.97% | 199.36%-182.4pp | 104.53%-87.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $458 | $3,230-85.8% | $2,743-83.3% | $4,837-90.5% |
| Participant deferral / active EE | $2,452 | $4,580-46.5% | $3,821-35.8% | $6,341-61.3% |
| Admin fee / account holder | $8,706 | $5,355+62.6% | $3,619+140.6% | $12,309-29.3% |