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 8-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 | $39,963 | $74,888-46.6% | $71,209-43.9% | $142,382-71.9% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 21.05% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $830 | $2,854-70.9% | $2,721-69.5% | $4,299-80.7% |
| Participant deferral / active EE | $1,808 | $4,454-59.4% | $4,175-56.7% | $6,507-72.2% |
| Admin fee / account holder | $319 | $5,568-94.3% | $5,349-94.0% | $12,624-97.5% |