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 | $48,126 | $77,899-38.2% | $149,673-67.8% | $75,163-36.0% |
| Participation rate | 24.4% | 65.6%-41.1pp | 78.8%-54.3pp | 67.2%-42.7pp |
| Annual return | 21.33% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $980 | $3,137-68.8% | $4,818-79.7% | $2,670-63.3% |
| Participant deferral / active EE | $2,140 | $3,411-37.3% | $5,680-62.3% | $4,125-48.1% |
| Admin fee / account holder | $1,285 | $5,956-78.4% | $13,210-90.3% | $5,651-77.3% |