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 | $38,968 | $108,172-64.0% | $77,482-49.7% | $158,922-75.5% |
| Participation rate | 4.3% | 64.4%-60.1pp | 54.2%-49.8pp | 82.0%-77.6pp |
| Annual return | 11.75% | 31.67%-19.9pp | 54.79%-43.0pp | 302.83%-291.1pp |
| Employer contribution / active EE | $85 | $1,325-93.6% | $986-91.4% | $4,761-98.2% |
| Participant deferral / active EE | $409 | $2,456-83.3% | $1,861-78.0% | $5,982-93.2% |
| Admin fee / account holder | $2,131 | $3,708-42.5% | $2,858-25.4% | $11,246-81.1% |