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 | $34,935 | $60,124-41.9% | $90,404-61.4% | $79,858-56.3% |
| Participation rate | 16.0% | 65.0%-49.0pp | 72.7%-56.7pp | 69.6%-53.6pp |
| Annual return | 16.11% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $312 | $2,068-84.9% | $3,262-90.4% | $2,471-87.4% |
| Participant deferral / active EE | $958 | $2,938-67.4% | $3,963-75.8% | $3,740-74.4% |
| Admin fee / account holder | $544 | $3,976-86.3% | $5,611-90.3% | $5,306-89.8% |