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 8-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 | $54,530 | $109,982-50.4% | $97,226-43.9% | $145,922-62.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 15.94% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $605 | $3,084-80.4% | $2,729-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $813 | $4,676-82.6% | $4,264-80.9% | $6,688-87.8% |
| Admin fee / account holder | $2,690 | $6,221-56.8% | $5,654-52.4% | $13,397-79.9% |