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 | $58,421 | $29,660+97.0% | $56,411+3.6% | $80,856-27.7% |
| Participation rate | 22.1% | 41.6%-19.6pp | 52.5%-30.4pp | 67.6%-45.6pp |
| Annual return | 19.91% | 35.23%-15.3pp | 1701.33%-1681.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $511 | $669-23.7% | $1,039-50.8% | $2,755-81.5% |
| Participant deferral / active EE | $1,216 | $1,226-0.8% | $1,952-37.7% | $4,296-71.7% |
| Admin fee / account holder | $521 | $2,428-78.5% | $2,829-81.6% | $6,918-92.5% |