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 | $38,455 | $67,984-43.4% | $65,493-41.3% | $74,304-48.2% |
| Participation rate | 34.0% | 66.3%-32.4pp | 73.1%-39.1pp | 60.3%-26.4pp |
| Annual return | 15.82% | 19.87%-4.0pp | 982.45%-966.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $586 | $2,491-76.5% | $2,574-77.2% | $2,241-73.8% |
| Participant deferral / active EE | $1,677 | $3,346-49.9% | $3,961-57.7% | $3,767-55.5% |
| Admin fee / account holder | $1,839 | $1,373+34.0% | $5,028-63.4% | $2,969-38.1% |