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 | $32,327 | $49,922-35.2% | $80,569-59.9% | $75,163-57.0% |
| Participation rate | 53.6% | 55.3%-1.7pp | 67.0%-13.4pp | 67.2%-13.6pp |
| Annual return | 19.27% | 34.69%-15.4pp | 935.43%-916.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $894 | $1,698-47.4% | $2,723-67.2% | $2,670-66.5% |
| Participant deferral / active EE | $1,816 | $2,990-39.3% | $4,447-59.2% | $4,125-56.0% |
| Admin fee / account holder | $727 | $3,577-79.7% | $5,377-86.5% | $5,651-87.1% |