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 | $39,735 | $74,888-46.9% | $71,209-44.2% | $142,382-72.1% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 14.47% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $944 | $2,854-66.9% | $2,721-65.3% | $4,299-78.0% |
| Participant deferral / active EE | $2,691 | $4,454-39.6% | $4,175-35.5% | $6,507-58.6% |
| Admin fee / account holder | $12,278 | $5,568+120.5% | $5,349+129.6% | $12,624-2.7% |