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 | $18,952 | $109,327-82.7% | $89,391-78.8% | $158,922-88.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 16.80% | 345.68%-328.9pp | 245.62%-228.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $933 | $3,170-70.6% | $2,586-63.9% | $4,761-80.4% |
| Participant deferral / active EE | $1,579 | $4,598-65.7% | $3,890-59.4% | $5,982-73.6% |
| Admin fee / account holder | $824 | $6,153-86.6% | $4,881-83.1% | $11,246-92.7% |