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 | $45,009 | $90,348-50.2% | $75,972-40.8% | $145,922-69.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 16.47% | 620.88%-604.4pp | 359.55%-343.1pp | 561.29%-544.8pp |
| Employer contribution / active EE | $853 | $3,311-74.3% | $2,685-68.2% | $4,660-81.7% |
| Participant deferral / active EE | $1,126 | $5,162-78.2% | $4,255-73.5% | $6,688-83.2% |
| Admin fee / account holder | $3,981 | $8,467-53.0% | $6,467-38.4% | $13,397-70.3% |