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 7-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 | $17,200 | $115,770-85.1% | $101,248-83.0% | $158,922-89.2% |
| Participation rate | 56.5% | 79.4%-22.8pp | 75.8%-19.3pp | 82.0%-25.4pp |
| Annual return | 20.89% | 56.14%-35.2pp | 46.47%-25.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $907 | $4,175-78.3% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $2,741 | $4,957-44.7% | $4,370-37.3% | $5,982-54.2% |
| Admin fee / account holder | $1,088 | $7,245-85.0% | $5,945-81.7% | $11,246-90.3% |