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 | $37,667 | $49,922-24.5% | $80,569-53.2% | $75,163-49.9% |
| Participation rate | 41.4% | 55.3%-13.9pp | 67.0%-25.6pp | 67.2%-25.8pp |
| Annual return | 19.07% | 34.69%-15.6pp | 935.43%-916.4pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,565 | $1,698-7.8% | $2,723-42.5% | $2,670-41.4% |
| Participant deferral / active EE | $2,610 | $2,990-12.7% | $4,447-41.3% | $4,125-36.7% |
| Admin fee / account holder | $1,249 | $3,577-65.1% | $5,377-76.8% | $5,651-77.9% |