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 | $15,864 | $107,452-85.2% | $91,541-82.7% | $142,382-88.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 23.38% | 22.06%+1.3pp | 20.50%+2.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,290 | $2,994-56.9% | $2,505-48.5% | $4,299-70.0% |
| Participant deferral / active EE | $1,585 | $4,754-66.7% | $4,008-60.4% | $6,507-75.6% |
| Admin fee / account holder | $1,299 | $8,834-85.3% | $6,956-81.3% | $12,624-89.7% |