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 | $88,751-30.2% | $81,812-24.2% | $145,922-57.5% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.3%-19.4pp | 80.3%-27.3pp |
| Annual return | 9.66% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $609 | $3,083-80.2% | $2,912-79.1% | $4,660-86.9% |
| Participant deferral / active EE | $2,440 | $4,643-47.4% | $4,319-43.5% | $6,688-63.5% |
| Admin fee / account holder | $506 | $8,415-94.0% | $7,386-93.2% | $13,397-96.2% |