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 | $40,052 | $117,381-65.9% | $99,443-59.7% | $152,861-73.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 11.49% | 31.87%-20.4pp | 30.72%-19.2pp | 345.32%-333.8pp |
| Employer contribution / active EE | $664 | $3,013-78.0% | $2,540-73.9% | $4,762-86.1% |
| Participant deferral / active EE | $4,205 | $4,086+2.9% | $3,619+16.2% | $5,850-28.1% |
| Admin fee / account holder | $4,567 | $7,631-40.2% | $6,250-26.9% | $11,596-60.6% |