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 | $37,625 | $106,890-64.8% | $84,015-55.2% | $152,861-75.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 29.08% | 104.99%-75.9pp | 71.31%-42.2pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,777 | $2,734-35.0% | $1,983-10.4% | $4,762-62.7% |
| Participant deferral / active EE | $5,905 | $4,011+47.2% | $3,239+82.3% | $5,850+0.9% |
| Admin fee / account holder | $1,813 | $8,285-78.1% | $6,101-70.3% | $11,596-84.4% |