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 | $38,249 | $89,355-57.2% | $141,162-72.9% | $72,985-47.6% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.5%-23.1pp | 69.5%-10.1pp |
| Annual return | 96.74% | 111.85%-15.1pp | 71.39%+25.3pp | 81.00%+15.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,413 | $5,418+55.3% | $6,709+25.4% | $3,607+133.2% |
| Admin fee / account holder | $2,871 | $5,958-51.8% | $10,261-72.0% | $5,124-44.0% |