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 | $16,452 | $52,279-68.5% | $89,391-81.6% | $79,858-79.4% |
| Participation rate | 53.2% | 57.5%-4.3pp | 68.0%-14.7pp | 69.6%-16.4pp |
| Annual return | 18.83% | 22.16%-3.3pp | 245.62%-226.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $950 | $1,572-39.6% | $2,586-63.3% | $2,471-61.6% |
| Participant deferral / active EE | $1,608 | $2,740-41.3% | $3,890-58.7% | $3,740-57.0% |
| Admin fee / account holder | $383 | $3,356-88.6% | $4,881-92.2% | $5,306-92.8% |