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 | $117,983-80.4% | $101,794-77.2% | $142,382-83.7% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.2%-15.9pp | 80.1%-26.8pp |
| Annual return | 17.63% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $853 | $2,773-69.2% | $2,289-62.7% | $4,299-80.2% |
| Participant deferral / active EE | $1,545 | $4,714-67.2% | $4,084-62.2% | $6,507-76.3% |
| Admin fee / account holder | $1,054 | $10,433-89.9% | $8,777-88.0% | $12,624-91.6% |