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 8-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 | $49,652 | $108,919-54.4% | $100,391-50.5% | $145,922-66.0% |
| Participation rate | 58.8% | 82.9%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 14.62% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,216 | $8,445+32.8% | $8,082+38.8% | $6,688+67.7% |
| Admin fee / account holder | $8,833 | $9,689-8.8% | $7,899+11.8% | $13,397-34.1% |