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 | $29,137 | $70,756-58.8% | $65,493-55.5% | $142,382-79.5% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 11.83% | 1754.89%-1743.1pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,282 | $4,637-72.4% | $3,961-67.6% | $6,507-80.3% |
| Admin fee / account holder | $2,961 | $6,559-54.9% | $5,028-41.1% | $12,624-76.5% |