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 | $21,484 | $133,958-84.0% | $112,228-80.9% | $134,475-84.0% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | 24.57% | 47.11%-22.5pp | 27.45%-2.9pp | 417.96%-393.4pp |
| Employer contribution / active EE | $1,330 | $4,038-67.1% | $3,635-63.4% | $4,740-71.9% |
| Participant deferral / active EE | $2,603 | $5,291-50.8% | $4,728-44.9% | $6,400-59.3% |
| Admin fee / account holder | $492 | $7,489-93.4% | $6,410-92.3% | $11,426-95.7% |