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 | $17,774 | $95,416-81.4% | $185,823-90.4% | $85,850-79.3% |
| Participation rate | 64.5% | 68.8%-4.2pp | 81.7%-17.2pp | 69.3%-4.8pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,222 | $3,314-63.1% | $5,167-76.4% | $2,565-52.4% |
| Participant deferral / active EE | $1,314 | $3,423-61.6% | $5,568-76.4% | $3,952-66.8% |
| Admin fee / account holder | $3,483 | $7,213-51.7% | $16,237-78.6% | $6,260-44.4% |