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 | $22,559 | $106,515-78.8% | $96,683-76.7% | $139,434-83.8% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.4pp | 80.3%-22.4pp |
| Annual return | 15.35% | 38.43%-23.1pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,579 | $4,103-61.5% | $3,737-57.8% | $4,751-66.8% |
| Participant deferral / active EE | $2,429 | $5,454-55.5% | $4,878-50.2% | $6,710-63.8% |
| Admin fee / account holder | $11,097 | $7,877+40.9% | $6,730+64.9% | $11,403-2.7% |