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 | $34,697 | $60,124-42.3% | $90,404-61.6% | $79,858-56.6% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 12.29% | 71.94%-59.7pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,233 | $2,938-58.0% | $3,963-68.9% | $3,740-67.0% |
| Admin fee / account holder | $2,509 | $3,976-36.9% | $5,611-55.3% | $5,306-52.7% |