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 | $35,489 | $58,208-39.0% | $81,812-56.6% | $80,856-56.1% |
| Participation rate | 22.4% | 63.4%-41.0pp | 72.3%-49.9pp | 67.6%-45.2pp |
| Annual return | 23.09% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $778 | $2,340-66.7% | $2,912-73.3% | $2,755-71.8% |
| Participant deferral / active EE | $1,184 | $3,281-63.9% | $4,319-72.6% | $4,296-72.4% |
| Admin fee / account holder | $5,889 | $4,981+18.2% | $7,386-20.3% | $6,918-14.9% |