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 | $41,076 | $102,317-59.9% | $146,958-72.0% | $80,856-49.2% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 12.43% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,179 | $3,713-68.2% | $4,933-76.1% | $2,755-57.2% |
| Participant deferral / active EE | $4,237 | $6,644-36.2% | $8,070-47.5% | $4,296-1.4% |
| Admin fee / account holder | $1,571 | $7,941-80.2% | $12,998-87.9% | $6,918-77.3% |