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 | $43,533 | $65,409-33.4% | $98,442-55.8% | $85,850-49.3% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.3%-17.6pp |
| Annual return | 13.67% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,334 | $2,168-38.5% | $2,960-54.9% | $2,565-48.0% |
| Participant deferral / active EE | $3,188 | $3,166+0.7% | $4,276-25.4% | $3,952-19.3% |
| Admin fee / account holder | $436 | $4,593-90.5% | $5,949-92.7% | $6,260-93.0% |