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 | $31,908 | $176,377-81.9% | $134,143-76.2% | $158,922-79.9% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 12.10% | 63.63%-51.5pp | 36.33%-24.2pp | 302.83%-290.7pp |
| Employer contribution / active EE | $807 | $5,040-84.0% | $3,704-78.2% | $4,761-83.1% |
| Participant deferral / active EE | $931 | $4,091-77.2% | $3,499-73.4% | $5,982-84.4% |
| Admin fee / account holder | $5,857 | $8,718-32.8% | $6,684-12.4% | $11,246-47.9% |