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 | $13,529 | $48,795-72.3% | $65,493-79.3% | $84,808-84.0% |
| Participation rate | 36.7% | 67.0%-30.2pp | 73.1%-36.4pp | 68.3%-31.6pp |
| Annual return | 18.01% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $774 | $1,930-59.9% | $2,574-69.9% | $2,631-70.6% |
| Participant deferral / active EE | $1,280 | $2,928-56.3% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $3,017 | $3,877-22.2% | $5,028-40.0% | $7,344-58.9% |