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 | $40,478 | $65,041-37.8% | $90,951-55.5% | $79,858-49.3% |
| Participation rate | 22.2% | 61.6%-39.4pp | 69.0%-46.8pp | 69.6%-47.4pp |
| Annual return | 20.26% | 30.45%-10.2pp | 134.60%-114.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $325 | $1,247-73.9% | $2,122-84.7% | $2,471-86.8% |
| Participant deferral / active EE | $1,685 | $2,512-32.9% | $3,373-50.0% | $3,740-55.0% |
| Admin fee / account holder | $1,307 | $4,536-71.2% | $5,959-78.1% | $5,306-75.4% |