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 | $37,620 | $74,888-49.8% | $71,209-47.2% | $142,382-73.6% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 14.40% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $401 | $2,854-85.9% | $2,721-85.2% | $4,299-90.7% |
| Participant deferral / active EE | $2,277 | $4,454-48.9% | $4,175-45.5% | $6,507-65.0% |
| Admin fee / account holder | $24,825 | $5,568+345.8% | $5,349+364.1% | $12,624+96.7% |