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 | $20,154 | $96,635-79.1% | $86,612-76.7% | $139,434-85.5% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 19.48% | 106.41%-86.9pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $563 | $3,263-82.7% | $3,022-81.4% | $4,751-88.2% |
| Participant deferral / active EE | $1,321 | $4,836-72.7% | $4,438-70.2% | $6,710-80.3% |
| Admin fee / account holder | $730 | $6,408-88.6% | $5,614-87.0% | $11,403-93.6% |