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 | $24,735 | $30,400-18.6% | $53,898-54.1% | $84,808-70.8% |
| Participation rate | 41.9% | 46.4%-4.6pp | 55.0%-13.1pp | 68.3%-26.5pp |
| Annual return | 19.29% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $817 | $603+35.6% | $932-12.3% | $2,631-68.9% |
| Participant deferral / active EE | $1,207 | $1,199+0.7% | $1,826-33.9% | $4,212-71.3% |
| Admin fee / account holder | $739 | $1,993-62.9% | $2,491-70.3% | $7,344-89.9% |