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 | $104,974-63.4% | $95,585-59.8% | $142,382-73.0% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 18.47% | 210.33%-191.9pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $463 | $2,779-83.3% | $2,527-81.7% | $4,299-89.2% |
| Participant deferral / active EE | $938 | $4,352-78.4% | $4,023-76.7% | $6,507-85.6% |
| Admin fee / account holder | $3,569 | $6,386-44.1% | $6,127-41.8% | $12,624-71.7% |