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 | $40,486 | $52,279-22.6% | $89,391-54.7% | $79,858-49.3% |
| Participation rate | 21.6% | 57.5%-35.9pp | 68.0%-46.4pp | 69.6%-48.0pp |
| Annual return | 16.20% | 22.16%-6.0pp | 245.62%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,257 | $2,740-54.1% | $3,890-67.7% | $3,740-66.4% |
| Admin fee / account holder | $379 | $3,356-88.7% | $4,881-92.2% | $5,306-92.9% |