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 | $19,959 | $94,752-78.9% | $112,887-82.3% | $139,434-85.7% |
| Participation rate | 68.2% | 81.3%-13.1pp | 80.5%-12.3pp | 80.3%-12.1pp |
| Annual return | 16.75% | 40.88%-24.1pp | 34.10%-17.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,044 | $4,625-55.8% | $4,563-55.2% | $4,751-57.0% |
| Participant deferral / active EE | $5,383 | $6,512-17.3% | $6,513-17.3% | $6,710-19.8% |
| Admin fee / account holder | $2,982 | $8,527-65.0% | $7,047-57.7% | $11,403-73.9% |