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 | $53,699 | $105,181-48.9% | $159,436-66.3% | $85,850-37.4% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.8%-52.8pp | 69.3%-39.3pp |
| Annual return | 12.79% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $676 | $3,318-79.6% | $4,829-86.0% | $2,565-73.7% |
| Participant deferral / active EE | $2,703 | $5,945-54.5% | $7,352-63.2% | $3,952-31.6% |
| Admin fee / account holder | $1,692 | $6,933-75.6% | $10,799-84.3% | $6,260-73.0% |