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 | $47,999 | $107,015-55.1% | $73,545-34.7% | $147,584-67.5% |
| Participation rate | 55.0% | 66.4%-11.4pp | 54.9%+0.1pp | 82.8%-27.8pp |
| Annual return | 15.04% | 38.25%-23.2pp | -15.16%+30.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $248 | $1,760-85.9% | $1,219-79.6% | $4,876-94.9% |
| Participant deferral / active EE | $997 | $2,462-59.5% | $1,806-44.8% | $5,439-81.7% |
| Admin fee / account holder | $438 | $3,055-85.7% | $2,320-81.1% | $10,885-96.0% |