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 | $19,949 | $100,773-80.2% | $88,946-77.6% | $142,382-86.0% |
| Participation rate | 63.2% | 74.3%-11.1pp | 68.8%-5.7pp | 80.1%-17.0pp |
| Annual return | 18.27% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,259 | $2,918-56.8% | $2,555-50.7% | $4,299-70.7% |
| Participant deferral / active EE | $2,996 | $5,230-42.7% | $4,581-34.6% | $6,507-54.0% |
| Admin fee / account holder | $1,476 | $9,693-84.8% | $8,261-82.1% | $12,624-88.3% |