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 | $39,935 | $49,922-20.0% | $80,569-50.4% | $75,163-46.9% |
| Participation rate | 54.4% | 55.3%-0.9pp | 67.0%-12.6pp | 67.2%-12.8pp |
| Annual return | 19.49% | 34.69%-15.2pp | 935.43%-915.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,388 | $1,698-18.3% | $2,723-49.0% | $2,670-48.0% |
| Participant deferral / active EE | $3,810 | $2,990+27.4% | $4,447-14.3% | $4,125-7.6% |
| Admin fee / account holder | $1,755 | $3,577-50.9% | $5,377-67.4% | $5,651-68.9% |