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 | $41,978 | $46,869-10.4% | $122,332-65.7% | $70,131-40.1% |
| Participation rate | 32.3% | 58.2%-25.9pp | 71.6%-39.4pp | 69.5%-37.3pp |
| Annual return | 16.07% | 24.22%-8.1pp | 30.27%-14.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $938 | $2,166-56.7% | $3,287-71.5% | $3,332-71.9% |
| Admin fee / account holder | $340 | $3,322-89.8% | $5,478-93.8% | $4,645-92.7% |