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 | $68,685 | $80,812-15.0% | $160,784-57.3% | $82,448-16.7% |
| Participation rate | 21.3% | 66.2%-44.9pp | 77.0%-55.6pp | 68.1%-46.7pp |
| Annual return | 17.34% | 100.59%-83.2pp | 1803.92%-1786.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $655 | $2,174-69.9% | $3,733-82.5% | $2,551-74.3% |
| Participant deferral / active EE | $1,757 | $4,335-59.5% | $6,293-72.1% | $4,139-57.6% |
| Admin fee / account holder | $1,236 | $7,695-83.9% | $9,717-87.3% | $7,234-82.9% |