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 | $33,798 | $98,750-65.8% | $149,696-77.4% | $79,858-57.7% |
| Participation rate | 41.0% | 75.8%-34.7pp | 82.5%-41.4pp | 69.6%-28.6pp |
| Annual return | 27.08% | 27.43%-0.3pp | 276.60%-249.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $802 | $3,216-75.1% | $4,644-82.7% | $2,471-67.5% |
| Participant deferral / active EE | $2,441 | $5,680-57.0% | $6,842-64.3% | $3,740-34.7% |
| Admin fee / account holder | $601 | $6,053-90.1% | $9,309-93.5% | $5,306-88.7% |