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 | $26,266 | $110,809-76.3% | $86,874-69.8% | $167,490-84.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 11.95% | 116.98%-105.0pp | 63.52%-51.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $904 | $3,244-72.1% | $2,495-63.8% | $4,837-81.3% |
| Participant deferral / active EE | $904 | $4,546-80.1% | $3,699-75.6% | $6,341-85.7% |
| Admin fee / account holder | $2,938 | $8,415-65.1% | $5,828-49.6% | $12,309-76.1% |