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 | $92,334 | $101,618-9.1% | $93,063-0.8% | $137,256-32.7% |
| Participation rate | 9.1% | 74.9%-65.8pp | 72.1%-63.0pp | 80.0%-70.9pp |
| Annual return | 16.73% | 223.95%-207.2pp | 34.15%-17.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $687 | $2,707-74.6% | $2,476-72.2% | $4,156-83.5% |
| Participant deferral / active EE | $1,031 | $4,279-75.9% | $3,958-74.0% | $6,407-83.9% |
| Admin fee / account holder | $886 | $6,198-85.7% | $6,033-85.3% | $12,270-92.8% |