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 | $45,470 | $56,317-19.3% | $71,209-36.1% | $74,304-38.8% |
| Participation rate | 16.5% | 55.1%-38.6pp | 73.8%-57.2pp | 60.3%-43.8pp |
| Annual return | 17.93% | 42.83%-24.9pp | 282.51%-264.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $526 | $2,160-75.7% | $2,721-80.7% | $2,241-76.5% |
| Participant deferral / active EE | $949 | $2,788-66.0% | $4,175-77.3% | $3,767-74.8% |
| Admin fee / account holder | $3,289 | $2,290+43.6% | $5,349-38.5% | $2,969+10.8% |