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 | $45,143 | $102,966-56.2% | $90,281-50.0% | $152,861-70.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 23.79% | 95.16%-71.4pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $249 | $3,139-92.1% | $2,854-91.3% | $4,762-94.8% |
| Participant deferral / active EE | $835 | $4,281-80.5% | $3,885-78.5% | $5,850-85.7% |
| Admin fee / account holder | $2,064 | $6,171-66.6% | $5,351-61.4% | $11,596-82.2% |