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 | $64,292 | $77,145-16.7% | $108,410-40.7% | $85,850-25.1% |
| Participation rate | 42.6% | 74.7%-32.0pp | 80.1%-37.5pp | 69.3%-26.7pp |
| Annual return | 17.24% | 44.54%-27.3pp | 905.27%-888.0pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,518 | $2,379-36.2% | $3,558-57.3% | $2,565-40.8% |
| Participant deferral / active EE | $3,608 | $5,566-35.2% | $6,563-45.0% | $3,952-8.7% |
| Admin fee / account holder | $687 | $5,172-86.7% | $7,295-90.6% | $6,260-89.0% |