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 | $58,419 | $110,261-47.0% | $95,745-39.0% | $139,434-58.1% |
| Participation rate | 31.8% | 75.8%-43.9pp | 72.3%-40.4pp | 80.3%-48.5pp |
| Annual return | 16.36% | 27.11%-10.7pp | 28.35%-12.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,273 | $3,257-60.9% | $2,835-55.1% | $4,751-73.2% |
| Participant deferral / active EE | $3,210 | $4,676-31.3% | $4,245-24.4% | $6,710-52.2% |
| Admin fee / account holder | $592 | $6,613-91.0% | $5,678-89.6% | $11,403-94.8% |