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 8-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 | $22,235 | $72,071-69.1% | $68,368-67.5% | $137,256-83.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $536 | $2,788-80.8% | $2,649-79.8% | $4,156-87.1% |
| Participant deferral / active EE | $1,451 | $4,410-67.1% | $4,123-64.8% | $6,407-77.4% |
| Admin fee / account holder | $2,027 | $5,336-62.0% | $5,150-60.6% | $12,270-83.5% |