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 | $15,657 | $108,172-85.5% | $77,482-79.8% | $158,922-90.1% |
| Participation rate | 69.6% | 64.4%+5.1pp | 54.2%+15.4pp | 82.0%-12.4pp |
| Annual return | 21.44% | 31.67%-10.2pp | 54.79%-33.4pp | 302.83%-281.4pp |
| Employer contribution / active EE | $998 | $1,325-24.7% | $986+1.1% | $4,761-79.0% |
| Participant deferral / active EE | $2,919 | $2,456+18.8% | $1,861+56.8% | $5,982-51.2% |
| Admin fee / account holder | $496 | $3,708-86.6% | $2,858-82.7% | $11,246-95.6% |