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 | $16,268 | $108,172-85.0% | $77,482-79.0% | $158,922-89.8% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 11.02% | 31.67%-20.7pp | 54.79%-43.8pp | 302.83%-291.8pp |
| Employer contribution / active EE | $473 | $1,325-64.3% | $986-52.0% | $4,761-90.1% |
| Participant deferral / active EE | $605 | $2,456-75.4% | $1,861-67.5% | $5,982-89.9% |
| Admin fee / account holder | $904 | $3,708-75.6% | $2,858-68.4% | $11,246-92.0% |