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 | $81,719 | $127,264-35.8% | $109,895-25.6% | $167,490-51.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 8.31% | 22.97%-14.7pp | 29.45%-21.1pp | 478.56%-470.2pp |
| Employer contribution / active EE | $646 | $3,322-80.5% | $2,842-77.3% | $4,837-86.6% |
| Participant deferral / active EE | $4,833 | $4,514+7.1% | $4,048+19.4% | $6,341-23.8% |
| Admin fee / account holder | $693 | $7,114-90.3% | $6,066-88.6% | $12,309-94.4% |