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 | $61,976 | $88,710-30.1% | $81,783-24.2% | $145,959-57.5% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.4%-19.4pp | 80.3%-27.3pp |
| Annual return | 9.66% | 1027.26%-1017.6pp | 775.05%-765.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $609 | $3,083-80.2% | $2,913-79.1% | $4,661-86.9% |
| Participant deferral / active EE | $2,440 | $4,645-47.5% | $4,320-43.5% | $6,689-63.5% |
| Admin fee / account holder | $506 | $8,407-94.0% | $7,380-93.2% | $13,398-96.2% |