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 | $39,764 | $44,960-11.6% | $84,966-53.2% | $74,495-46.6% |
| Participation rate | 19.5% | 49.4%-29.9pp | 67.5%-48.0pp | 67.2%-47.7pp |
| Annual return | 16.80% | 26.24%-9.4pp | 66.38%-49.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $446 | $1,457-69.4% | $2,727-83.6% | $2,623-83.0% |
| Participant deferral / active EE | $939 | $2,731-65.6% | $4,519-79.2% | $4,346-78.4% |
| Admin fee / account holder | $508 | $2,209-77.0% | $6,149-91.7% | $1,942-73.8% |