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 | $38,527 | $115,770-66.7% | $101,248-61.9% | $158,922-75.8% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 18.40% | 56.14%-37.7pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,324 | $4,175-68.3% | $3,660-63.8% | $4,761-72.2% |
| Participant deferral / active EE | $3,736 | $4,957-24.6% | $4,370-14.5% | $5,982-37.5% |
| Admin fee / account holder | $451 | $7,245-93.8% | $5,945-92.4% | $11,246-96.0% |