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 | $16,613 | $76,000-78.1% | $154,107-89.2% | $64,186-74.1% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | 5.32% | 30.32%-25.0pp | 735.12%-729.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $878 | $3,351-73.8% | $5,298-83.4% | $2,381-63.1% |
| Participant deferral / active EE | $1,320 | $3,175-58.4% | $5,081-74.0% | $3,470-62.0% |
| Admin fee / account holder | $621 | $5,596-88.9% | $13,411-95.4% | $4,888-87.3% |