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 | $22,145 | $149,040-85.1% | $120,225-81.6% | $137,256-83.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.49% | 605.68%-589.2pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $504 | $4,350-88.4% | $3,475-85.5% | $4,156-87.9% |
| Participant deferral / active EE | $1,489 | $4,655-68.0% | $3,999-62.8% | $6,407-76.8% |
| Admin fee / account holder | $1,348 | $6,348-78.8% | $5,696-76.3% | $12,270-89.0% |