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 | $13,897 | $106,515-87.0% | $96,683-85.6% | $139,434-90.0% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 14.61% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,171 | $4,103-71.4% | $3,737-68.7% | $4,751-75.3% |
| Participant deferral / active EE | $1,504 | $5,454-72.4% | $4,878-69.2% | $6,710-77.6% |
| Admin fee / account holder | $2,770 | $7,877-64.8% | $6,730-58.8% | $11,403-75.7% |