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 | $12,980 | $74,888-82.7% | $71,209-81.8% | $142,382-90.9% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 13.60% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $953 | $2,854-66.6% | $2,721-65.0% | $4,299-77.8% |
| Participant deferral / active EE | $1,361 | $4,454-69.4% | $4,175-67.4% | $6,507-79.1% |
| Admin fee / account holder | $862 | $5,568-84.5% | $5,349-83.9% | $12,624-93.2% |