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 | $48,926 | $49,922-2.0% | $80,569-39.3% | $75,163-34.9% |
| Participation rate | 25.4% | 55.3%-29.9pp | 67.0%-41.6pp | 67.2%-41.8pp |
| Annual return | 27.55% | 34.69%-7.1pp | 935.43%-907.9pp | 160.62%-133.1pp |
| Employer contribution / active EE | $886 | $1,698-47.8% | $2,723-67.5% | $2,670-66.8% |
| Participant deferral / active EE | $1,673 | $2,990-44.1% | $4,447-62.4% | $4,125-59.5% |
| Admin fee / account holder | $3,588 | $3,577+0.3% | $5,377-33.3% | $5,651-36.5% |