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 7-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 | $89,277 | $100,773-11.4% | $88,946+0.4% | $142,382-37.3% |
| Participation rate | 13.0% | 74.3%-61.2pp | 68.8%-55.8pp | 80.1%-67.1pp |
| Annual return | 18.86% | 70.18%-51.3pp | 57.82%-39.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $564 | $2,918-80.7% | $2,555-77.9% | $4,299-86.9% |
| Participant deferral / active EE | $1,990 | $5,230-62.0% | $4,581-56.6% | $6,507-69.4% |
| Admin fee / account holder | $385 | $9,693-96.0% | $8,261-95.3% | $12,624-96.9% |