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 | $36,382 | $112,096-67.5% | $95,952-62.1% | $158,922-77.1% |
| Participation rate | 42.1% | 79.0%-36.9pp | 77.1%-35.0pp | 82.0%-39.9pp |
| Annual return | 20.11% | 171.09%-151.0pp | 91.61%-71.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $769 | $3,198-76.0% | $2,541-69.7% | $4,761-83.9% |
| Participant deferral / active EE | $2,418 | $4,784-49.5% | $4,167-42.0% | $5,982-59.6% |
| Admin fee / account holder | $483 | $10,130-95.2% | $6,795-92.9% | $11,246-95.7% |