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 | $72,071-15.9% | $68,368-11.3% | $137,256-55.8% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.0%-41.5pp |
| Annual return | 17.02% | 353.14%-336.1pp | 292.57%-275.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $913 | $2,788-67.3% | $2,649-65.5% | $4,156-78.0% |
| Participant deferral / active EE | $2,572 | $4,410-41.7% | $4,123-37.6% | $6,407-59.9% |
| Admin fee / account holder | $1,239 | $5,336-76.8% | $5,150-75.9% | $12,270-89.9% |