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 | $72,071-47.8% | $68,368-45.0% | $137,256-72.6% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 14.40% | 353.14%-338.7pp | 292.57%-278.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $401 | $2,788-85.6% | $2,649-84.8% | $4,156-90.3% |
| Participant deferral / active EE | $2,277 | $4,410-48.4% | $4,123-44.8% | $6,407-64.5% |
| Admin fee / account holder | $24,825 | $5,336+365.3% | $5,150+382.1% | $12,270+102.3% |