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 | $21,025 | $49,177-57.2% | $79,464-73.5% | $64,186-67.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | 8.67% | -1.16%+9.8pp | 718.14%-709.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $681 | $2,076-67.2% | $2,800-75.7% | $2,381-71.4% |
| Participant deferral / active EE | $915 | $2,821-67.6% | $3,704-75.3% | $3,470-73.6% |
| Admin fee / account holder | $627 | $3,839-83.7% | $5,113-87.7% | $4,888-87.2% |