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 8-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 | $19,161 | $55,415-65.4% | $155,509-87.7% | $74,495-74.3% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 19.66% | 268.50%-248.8pp | 64.67%-45.0pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $831 | $2,267-63.3% | $4,672-82.2% | $2,623-68.3% |
| Participant deferral / active EE | $1,725 | $2,836-39.2% | $5,626-69.3% | $4,346-60.3% |
| Admin fee / account holder | $989 | $1,738-43.1% | $15,912-93.8% | $1,942-49.1% |