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 | $23,168 | $112,729-79.4% | $98,716-76.5% | $137,256-83.1% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 17.63% | 38.48%-20.8pp | 31.81%-14.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $853 | $2,725-68.7% | $2,279-62.6% | $4,156-79.5% |
| Participant deferral / active EE | $1,545 | $4,640-66.7% | $4,048-61.8% | $6,407-75.9% |
| Admin fee / account holder | $1,054 | $10,129-89.6% | $8,703-87.9% | $12,270-91.4% |