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 | $38,431 | $101,618-62.2% | $93,063-58.7% | $137,256-72.0% |
| Participation rate | 45.5% | 74.9%-29.5pp | 72.1%-26.7pp | 80.0%-34.5pp |
| Annual return | 18.47% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $463 | $2,707-82.9% | $2,476-81.3% | $4,156-88.9% |
| Participant deferral / active EE | $938 | $4,279-78.1% | $3,958-76.3% | $6,407-85.4% |
| Admin fee / account holder | $3,569 | $6,198-42.4% | $6,033-40.8% | $12,270-70.9% |