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 8-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 | $17,206 | $49,227-65.0% | $70,449-75.6% | $79,858-78.5% |
| Participation rate | 14.3% | 69.2%-54.9pp | 75.1%-60.8pp | 69.6%-55.3pp |
| Annual return | 34.06% | 30.06%+4.0pp | 109.03%-75.0pp | 31.71%+2.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,114 | $2,768-59.8% | $3,709-70.0% | $3,740-70.2% |
| Admin fee / account holder | $548 | $2,878-81.0% | $3,845-85.7% | $5,306-89.7% |