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 | $24,752 | $96,635-74.4% | $86,612-71.4% | $139,434-82.2% |
| Participation rate | 59.1% | 74.4%-15.3pp | 71.7%-12.6pp | 80.3%-21.2pp |
| Annual return | 16.68% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $737 | $3,263-77.4% | $3,022-75.6% | $4,751-84.5% |
| Participant deferral / active EE | $1,665 | $4,836-65.6% | $4,438-62.5% | $6,710-75.2% |
| Admin fee / account holder | $1,719 | $6,408-73.2% | $5,614-69.4% | $11,403-84.9% |