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 | $20,179 | $45,312-55.5% | $86,233-76.6% | $67,986-70.3% |
| Participation rate | 12.5% | 42.4%-29.9pp | 69.0%-56.5pp | 57.2%-44.7pp |
| Annual return | 23.90% | 24.79%-0.9pp | 61.39%-37.5pp | 31.67%-7.8pp |
| Employer contribution / active EE | $136 | $1,160-88.3% | $2,504-94.6% | $2,019-93.3% |
| Participant deferral / active EE | $634 | $2,185-71.0% | $4,559-86.1% | $3,358-81.1% |
| Admin fee / account holder | $7,225 | $3,295+119.3% | $8,342-13.4% | $3,203+125.6% |