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 7-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 | $42,501 | $49,922-14.9% | $80,569-47.2% | $75,163-43.5% |
| Participation rate | 16.4% | 55.3%-38.9pp | 67.0%-50.6pp | 67.2%-50.8pp |
| Annual return | 19.26% | 34.69%-15.4pp | 935.43%-916.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $729 | $1,698-57.0% | $2,723-73.2% | $2,670-72.7% |
| Participant deferral / active EE | $2,236 | $2,990-25.2% | $4,447-49.7% | $4,125-45.8% |
| Admin fee / account holder | $973 | $3,577-72.8% | $5,377-81.9% | $5,651-82.8% |