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 | $17,956 | $104,907-82.9% | $84,611-78.8% | $152,861-88.3% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.4%-26.9pp |
| Annual return | 22.52% | 373.79%-351.3pp | 258.74%-236.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $903 | $3,302-72.6% | $2,652-65.9% | $4,762-81.0% |
| Participant deferral / active EE | $3,081 | $4,688-34.3% | $3,899-21.0% | $5,850-47.3% |
| Admin fee / account holder | $565 | $6,241-90.9% | $4,912-88.5% | $11,596-95.1% |