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 | $28,410 | $99,652-71.5% | $78,778-63.9% | $147,584-80.7% |
| Participation rate | 28.6% | 76.2%-47.7pp | 69.2%-40.6pp | 82.8%-54.3pp |
| Annual return | 11.30% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $427 | $2,796-84.7% | $1,986-78.5% | $4,876-91.2% |
| Participant deferral / active EE | $954 | $3,664-74.0% | $2,958-67.7% | $5,439-82.5% |
| Admin fee / account holder | $1,502 | $7,155-79.0% | $5,134-70.8% | $10,885-86.2% |