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 | $25,652 | $107,934-76.2% | $91,989-72.1% | $152,861-83.2% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 20.11% | 89.24%-69.1pp | 69.02%-48.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $527 | $4,210-87.5% | $3,452-84.7% | $4,762-88.9% |
| Participant deferral / active EE | $3,221 | $6,364-49.4% | $5,923-45.6% | $5,850-44.9% |
| Admin fee / account holder | $449 | $10,520-95.7% | $7,743-94.2% | $11,596-96.1% |