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 | $35,895 | $111,724-67.9% | $93,606-61.7% | $145,922-75.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.19% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $983 | $3,090-68.2% | $2,420-59.4% | $4,660-78.9% |
| Participant deferral / active EE | $2,550 | $4,912-48.1% | $4,411-42.2% | $6,688-61.9% |
| Admin fee / account holder | $867 | $10,250-91.5% | $8,285-89.5% | $13,397-93.5% |