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 | $60,621 | $74,888-19.1% | $71,209-14.9% | $142,382-57.4% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.1%-41.7pp |
| Annual return | 17.02% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $913 | $2,854-68.0% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $2,572 | $4,454-42.3% | $4,175-38.4% | $6,507-60.5% |
| Admin fee / account holder | $1,239 | $5,568-77.7% | $5,349-76.8% | $12,624-90.2% |