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 | $27,324 | $77,899-64.9% | $149,673-81.7% | $75,163-63.6% |
| Participation rate | 43.6% | 65.6%-22.0pp | 78.8%-35.2pp | 67.2%-23.6pp |
| Annual return | 22.81% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $786 | $3,137-74.9% | $4,818-83.7% | $2,670-70.6% |
| Participant deferral / active EE | $2,210 | $3,411-35.2% | $5,680-61.1% | $4,125-46.4% |
| Admin fee / account holder | $456 | $5,956-92.3% | $13,210-96.5% | $5,651-91.9% |