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 | $17,665 | $99,921-82.3% | $85,009-79.2% | $145,959-87.9% |
| Participation rate | 54.5% | 74.1%-19.5pp | 67.5%-13.0pp | 80.3%-25.7pp |
| Annual return | 14.40% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,226 | $3,233-62.1% | $2,728-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $1,278 | $5,293-75.9% | $4,522-71.7% | $6,689-80.9% |
| Admin fee / account holder | $348 | $7,252-95.2% | $6,153-94.3% | $13,398-97.4% |