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 | $20,390 | $56,317-63.8% | $71,209-71.4% | $74,304-72.6% |
| Participation rate | 29.1% | 55.1%-26.0pp | 73.8%-44.7pp | 60.3%-31.3pp |
| Annual return | 15.81% | 42.83%-27.0pp | 282.51%-266.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $840 | $2,160-61.1% | $2,721-69.1% | $2,241-62.5% |
| Participant deferral / active EE | $690 | $2,788-75.2% | $4,175-83.5% | $3,767-81.7% |
| Admin fee / account holder | $428 | $2,290-81.3% | $5,349-92.0% | $2,969-85.6% |