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 | $17,339 | $127,264-86.4% | $109,895-84.2% | $167,490-89.6% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.2%-32.6pp | 82.1%-40.4pp |
| Annual return | 17.01% | 22.97%-6.0pp | 29.45%-12.4pp | 478.56%-461.6pp |
| Employer contribution / active EE | $889 | $3,322-73.2% | $2,842-68.7% | $4,837-81.6% |
| Participant deferral / active EE | $1,763 | $4,514-61.0% | $4,048-56.5% | $6,341-72.2% |
| Admin fee / account holder | $4,211 | $7,114-40.8% | $6,066-30.6% | $12,309-65.8% |