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 | $104,974-12.0% | $95,585-3.4% | $142,382-35.2% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.1%-63.0pp | 80.1%-71.0pp |
| Annual return | 16.73% | 210.33%-193.6pp | 38.56%-21.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $687 | $2,779-75.3% | $2,527-72.8% | $4,299-84.0% |
| Participant deferral / active EE | $1,031 | $4,352-76.3% | $4,023-74.4% | $6,507-84.2% |
| Admin fee / account holder | $886 | $6,386-86.1% | $6,127-85.5% | $12,624-93.0% |