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 | $32,570 | $84,696-61.5% | $75,696-57.0% | $167,490-80.6% |
| Participation rate | 17.6% | 77.8%-60.2pp | 74.8%-57.2pp | 82.1%-64.5pp |
| Annual return | 21.38% | 199.36%-178.0pp | 104.53%-83.1pp | 478.56%-457.2pp |
| Employer contribution / active EE | $581 | $3,230-82.0% | $2,743-78.8% | $4,837-88.0% |
| Participant deferral / active EE | $1,586 | $4,580-65.4% | $3,821-58.5% | $6,341-75.0% |
| Admin fee / account holder | $1,571 | $5,355-70.7% | $3,619-56.6% | $12,309-87.2% |