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 | $23,599 | $113,339-79.2% | $94,993-75.2% | $147,584-84.0% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 7.42% | 20.77%-13.3pp | 27.12%-19.7pp | 578.55%-571.1pp |
| Employer contribution / active EE | $372 | $3,160-88.2% | $2,603-85.7% | $4,876-92.4% |
| Participant deferral / active EE | $793 | $3,777-79.0% | $3,317-76.1% | $5,439-85.4% |
| Admin fee / account holder | $3,785 | $6,063-37.6% | $4,960-23.7% | $10,885-65.2% |