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 6-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 | $12,046 | $158,398-92.4% | $126,539-90.5% | $142,382-91.5% |
| Participation rate | 41.7% | 75.8%-34.1pp | 69.8%-28.2pp | 80.1%-38.5pp |
| Annual return | 17.50% | 593.76%-576.3pp | 425.95%-408.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $572 | $4,650-87.7% | $3,674-84.4% | $4,299-86.7% |
| Participant deferral / active EE | $1,487 | $4,767-68.8% | $4,083-63.6% | $6,507-77.1% |
| Admin fee / account holder | $10,487 | $6,918+51.6% | $6,065+72.9% | $12,624-16.9% |