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 | $20,335 | $48,046-57.7% | $84,611-76.0% | $72,985-72.1% |
| Participation rate | 43.4% | 57.6%-14.2pp | 68.2%-24.9pp | 69.5%-26.1pp |
| Annual return | 29.24% | 37.38%-8.1pp | 258.74%-229.5pp | 81.00%-51.8pp |
| Employer contribution / active EE | $866 | $1,602-46.0% | $2,652-67.4% | $2,440-64.5% |
| Participant deferral / active EE | $2,132 | $2,680-20.5% | $3,899-45.3% | $3,607-40.9% |
| Admin fee / account holder | $593 | $3,395-82.5% | $4,912-87.9% | $5,124-88.4% |