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 7-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 | $23,943 | $77,899-69.3% | $149,673-84.0% | $75,163-68.1% |
| Participation rate | 18.5% | 65.6%-47.1pp | 78.8%-60.3pp | 67.2%-48.7pp |
| Annual return | 34.85% | 31.72%+3.1pp | 134.42%-99.6pp | 160.62%-125.8pp |
| Employer contribution / active EE | $376 | $3,137-88.0% | $4,818-92.2% | $2,670-85.9% |
| Participant deferral / active EE | $1,623 | $3,411-52.4% | $5,680-71.4% | $4,125-60.6% |
| Admin fee / account holder | $609 | $5,956-89.8% | $13,210-95.4% | $5,651-89.2% |