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 | $158,398-86.0% | $126,539-82.5% | $142,382-84.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.49% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $504 | $4,650-89.2% | $3,674-86.3% | $4,299-88.3% |
| Participant deferral / active EE | $1,489 | $4,767-68.8% | $4,083-63.5% | $6,507-77.1% |
| Admin fee / account holder | $1,348 | $6,918-80.5% | $6,065-77.8% | $12,624-89.3% |