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 | $23,751 | $48,570-51.1% | $130,648-81.8% | $72,985-67.5% |
| Participation rate | 39.3% | 58.6%-19.2pp | 71.7%-32.4pp | 69.5%-30.1pp |
| Annual return | 21.04% | 38.63%-17.6pp | 1708.96%-1687.9pp | 81.00%-60.0pp |
| Employer contribution / active EE | $579 | $1,334-56.6% | $4,092-85.9% | $2,440-76.3% |
| Participant deferral / active EE | $1,670 | $2,384-30.0% | $3,603-53.7% | $3,607-53.7% |
| Admin fee / account holder | $632 | $3,549-82.2% | $5,464-88.4% | $5,124-87.7% |