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 | $42,484 | $117,381-63.8% | $99,443-57.3% | $152,861-72.2% |
| Participation rate | 30.8% | 77.5%-46.8pp | 73.8%-43.1pp | 82.4%-51.7pp |
| Annual return | 20.70% | 31.87%-11.2pp | 30.72%-10.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,119 | $4,086-72.6% | $3,619-69.1% | $5,850-80.9% |
| Admin fee / account holder | $116,968 | $7,631+1432.8% | $6,250+1771.4% | $11,596+908.7% |