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 | $17,525 | $158,398-88.9% | $126,539-86.2% | $142,382-87.7% |
| Participation rate | 63.2% | 75.8%-12.6pp | 69.8%-6.7pp | 80.1%-17.0pp |
| Annual return | 18.51% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $951 | $4,650-79.6% | $3,674-74.1% | $4,299-77.9% |
| Participant deferral / active EE | $1,083 | $4,767-77.3% | $4,083-73.5% | $6,507-83.4% |
| Admin fee / account holder | $657 | $6,918-90.5% | $6,065-89.2% | $12,624-94.8% |