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 | $14,930 | $53,127-71.9% | $86,590-82.8% | $70,131-78.7% |
| Participation rate | 45.2% | 65.3%-20.1pp | 73.5%-28.4pp | 69.5%-24.4pp |
| Annual return | 13.85% | 27.66%-13.8pp | 964.84%-951.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,839-88.6% | $2,342-86.2% |
| Participant deferral / active EE | $851 | $2,696-68.4% | $3,609-76.4% | $3,332-74.5% |
| Admin fee / account holder | $592 | $3,585-83.5% | $4,906-87.9% | $4,645-87.3% |