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 | $107,976 | $158,398-31.8% | $126,539-14.7% | $142,382-24.2% |
| Participation rate | 14.3% | 75.8%-61.5pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 10.68% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $220 | $4,650-95.3% | $3,674-94.0% | $4,299-94.9% |
| Participant deferral / active EE | $1,690 | $4,767-64.5% | $4,083-58.6% | $6,507-74.0% |
| Admin fee / account holder | $662 | $6,918-90.4% | $6,065-89.1% | $12,624-94.8% |