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 8-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 | $22,580 | $74,888-69.8% | $71,209-68.3% | $142,382-84.1% |
| Participation rate | 13.3% | 76.2%-62.9pp | 73.8%-60.4pp | 80.1%-66.8pp |
| Annual return | 19.87% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $815 | $4,454-81.7% | $4,175-80.5% | $6,507-87.5% |
| Admin fee / account holder | $3,424 | $5,568-38.5% | $5,349-36.0% | $12,624-72.9% |