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 | $15,726 | $52,279-69.9% | $89,391-82.4% | $79,858-80.3% |
| Participation rate | 55.0% | 57.5%-2.5pp | 68.0%-13.0pp | 69.6%-14.6pp |
| Annual return | 13.27% | 22.16%-8.9pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $886 | $1,572-43.6% | $2,586-65.7% | $2,471-64.1% |
| Participant deferral / active EE | $1,479 | $2,740-46.0% | $3,890-62.0% | $3,740-60.5% |
| Admin fee / account holder | $438 | $3,356-87.0% | $4,881-91.0% | $5,306-91.7% |