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 | $22,061 | $44,960-50.9% | $84,966-74.0% | $74,495-70.4% |
| Participation rate | 17.0% | 49.4%-32.3pp | 67.5%-50.5pp | 67.2%-50.2pp |
| Annual return | 14.19% | 26.24%-12.1pp | 66.38%-52.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $511 | $1,457-65.0% | $2,727-81.3% | $2,623-80.5% |
| Participant deferral / active EE | $993 | $2,731-63.6% | $4,519-78.0% | $4,346-77.2% |
| Admin fee / account holder | $2,223 | $2,209+0.6% | $6,149-63.8% | $1,942+14.5% |