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 | $23,628 | $77,899-69.7% | $149,673-84.2% | $75,163-68.6% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.8%-21.1pp | 67.2%-9.5pp |
| Annual return | 19.31% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $422 | $3,137-86.6% | $4,818-91.2% | $2,670-84.2% |
| Participant deferral / active EE | $1,948 | $3,411-42.9% | $5,680-65.7% | $4,125-52.8% |
| Admin fee / account holder | $2,764 | $5,956-53.6% | $13,210-79.1% | $5,651-51.1% |