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 | $19,232 | $96,484-80.1% | $75,886-74.7% | $152,861-87.4% |
| Participation rate | 52.9% | 76.2%-23.2pp | 69.3%-16.3pp | 82.4%-29.5pp |
| Annual return | 25.11% | 33.98%-8.9pp | 30.76%-5.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,244 | $4,553-28.7% | $3,603-10.0% | $5,850-44.5% |
| Admin fee / account holder | $3,449 | $8,078-57.3% | $5,418-36.3% | $11,596-70.3% |