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 | $15,944 | $70,669-77.4% | $169,368-90.6% | $75,163-78.8% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-31.9pp | 67.2%-22.0pp |
| Annual return | 20.50% | 36.36%-15.9pp | 405.60%-385.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,262 | $2,211-42.9% | $4,013-68.6% | $2,670-52.7% |
| Participant deferral / active EE | $1,817 | $4,311-57.8% | $6,221-70.8% | $4,125-56.0% |
| Admin fee / account holder | $656 | $5,402-87.9% | $9,003-92.7% | $5,651-88.4% |