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 | $47,822 | $108,172-55.8% | $77,482-38.3% | $158,922-69.9% |
| Participation rate | 15.4% | 64.4%-49.0pp | 54.2%-38.8pp | 82.0%-66.6pp |
| Annual return | 18.37% | 31.67%-13.3pp | 54.79%-36.4pp | 302.83%-284.5pp |
| Employer contribution / active EE | $450 | $1,325-66.0% | $986-54.4% | $4,761-90.5% |
| Participant deferral / active EE | $1,491 | $2,456-39.3% | $1,861-19.9% | $5,982-75.1% |
| Admin fee / account holder | $2,286 | $3,708-38.3% | $2,858-20.0% | $11,246-79.7% |