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 | $20,793 | $29,319-29.1% | $52,425-60.3% | $82,448-74.8% |
| Participation rate | 26.7% | 46.9%-20.2pp | 55.6%-29.0pp | 68.1%-41.4pp |
| Annual return | 19.10% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.5pp |
| Employer contribution / active EE | $613 | $586+4.6% | $914-32.9% | $2,551-76.0% |
| Participant deferral / active EE | $755 | $1,171-35.6% | $1,790-57.9% | $4,139-81.8% |
| Admin fee / account holder | $1,612 | $1,962-17.9% | $2,495-35.4% | $7,234-77.7% |