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 | $21,217 | $127,065-83.3% | $113,168-81.3% | $142,382-85.1% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 13.26% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $836 | $3,442-75.7% | $2,975-71.9% | $4,299-80.6% |
| Participant deferral / active EE | $2,807 | $5,716-50.9% | $5,107-45.0% | $6,507-56.9% |
| Admin fee / account holder | $5,281 | $15,736-66.4% | $12,068-56.2% | $12,624-58.2% |