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 | $11,478 | $40,256-71.5% | $57,343-80.0% | $59,632-80.8% |
| Participation rate | 30.3% | 69.2%-38.9pp | 75.1%-44.8pp | 68.7%-38.4pp |
| Annual return | 1.88% | 27.49%-25.6pp | 24.39%-22.5pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,428 | $1,922-25.7% | $2,689-46.9% | $2,203-35.1% |
| Participant deferral / active EE | $2,060 | $2,399-14.2% | $3,162-34.9% | $3,192-35.5% |
| Admin fee / account holder | $634 | $2,818-77.5% | $3,356-81.1% | $4,297-85.3% |