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 | $29,359 | $77,419-62.1% | $69,455-57.7% | $152,861-80.8% |
| Participation rate | 12.5% | 78.1%-65.6pp | 74.6%-62.1pp | 82.4%-69.9pp |
| Annual return | 16.89% | 39.06%-22.2pp | 28.97%-12.1pp | 345.32%-328.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,096 | $4,414-75.2% | $3,535-69.0% | $5,850-81.3% |
| Admin fee / account holder | $587 | $6,207-90.5% | $3,839-84.7% | $11,596-94.9% |