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 | $57,197 | $81,208-29.6% | $98,907-42.2% | $79,858-28.4% |
| Participation rate | 31.9% | 72.5%-40.6pp | 76.0%-44.1pp | 69.6%-37.7pp |
| Annual return | 18.29% | 60.99%-42.7pp | 196.43%-178.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $832 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $2,928 | $3,265-10.3% | $4,244-31.0% | $3,740-21.7% |
| Admin fee / account holder | $1,299 | $6,013-78.4% | $6,642-80.4% | $5,306-75.5% |