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 | $33,286 | $80,717-58.8% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.6pp | 68.3%-29.8pp |
| Annual return | 277.09% | 37.96%+239.1pp | 58.88%+218.2pp | 40.90%+236.2pp |
| Employer contribution / active EE | $933 | $2,761-66.2% | $4,305-78.3% | $2,631-64.5% |
| Participant deferral / active EE | $1,740 | $3,303-47.3% | $5,540-68.6% | $4,212-58.7% |
| Admin fee / account holder | $3,404 | $6,746-49.5% | $14,329-76.2% | $7,344-53.6% |