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 | $17,358 | $110,502-84.3% | $80,716-78.5% | $167,490-89.6% |
| Participation rate | 20.0% | 64.0%-44.0pp | 54.2%-34.2pp | 82.1%-62.1pp |
| Annual return | 12.17% | 120.54%-108.4pp | 87.28%-75.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $434 | $1,543-71.8% | $1,160-62.6% | $4,837-91.0% |
| Participant deferral / active EE | $626 | $2,871-78.2% | $2,146-70.8% | $6,341-90.1% |
| Admin fee / account holder | $1,561 | $4,545-65.6% | $3,380-53.8% | $12,309-87.3% |