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 | $34,960 | $102,604-65.9% | $86,188-59.4% | $139,434-74.9% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 16.08% | 1922.51%-1906.4pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $864 | $3,032-71.5% | $2,380-63.7% | $4,751-81.8% |
| Participant deferral / active EE | $2,075 | $4,676-55.6% | $3,985-47.9% | $6,710-69.1% |
| Admin fee / account holder | $7,172 | $8,657-17.1% | $6,852+4.7% | $11,403-37.1% |