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 | $34,010 | $43,133-21.1% | $89,391-62.0% | $73,488-53.7% |
| Participation rate | 24.1% | 55.0%-30.8pp | 68.0%-43.8pp | 70.7%-46.5pp |
| Annual return | 21.50% | 135.66%-114.2pp | 245.62%-224.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $670 | $1,438-53.4% | $2,586-74.1% | $2,270-70.5% |
| Participant deferral / active EE | $1,345 | $2,445-45.0% | $3,890-65.4% | $3,740-64.0% |
| Admin fee / account holder | $568 | $444+28.0% | $4,881-88.4% | $513+10.7% |