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 | $38,574 | $45,031-14.3% | $84,966-54.6% | $77,643-50.3% |
| Participation rate | 8.3% | 48.7%-40.4pp | 67.5%-59.2pp | 70.6%-62.3pp |
| Annual return | 15.47% | 79.22%-63.7pp | 66.38%-50.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $231 | $1,609-85.7% | $2,727-91.5% | $2,726-91.5% |
| Participant deferral / active EE | $557 | $2,807-80.2% | $4,519-87.7% | $4,647-88.0% |
| Admin fee / account holder | $2,424 | $912+165.9% | $6,149-60.6% | $430+463.2% |