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 | $18,787 | $108,172-82.6% | $77,482-75.8% | $158,922-88.2% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 11.54% | 31.67%-20.1pp | 54.79%-43.2pp | 302.83%-291.3pp |
| Employer contribution / active EE | $214 | $1,325-83.8% | $986-78.3% | $4,761-95.5% |
| Participant deferral / active EE | $1,528 | $2,456-37.8% | $1,861-17.9% | $5,982-74.5% |
| Admin fee / account holder | $1,848 | $3,708-50.2% | $2,858-35.3% | $11,246-83.6% |