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 | $14,597 | $109,327-86.6% | $89,391-83.7% | $158,922-90.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 22.68% | 345.68%-323.0pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $705 | $3,170-77.7% | $2,586-72.7% | $4,761-85.2% |
| Participant deferral / active EE | $1,789 | $4,598-61.1% | $3,890-54.0% | $5,982-70.1% |
| Admin fee / account holder | $328 | $6,153-94.7% | $4,881-93.3% | $11,246-97.1% |