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 | $36,926 | $158,398-76.7% | $126,539-70.8% | $142,382-74.1% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 20.72% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,802 | $4,650-61.2% | $3,674-50.9% | $4,299-58.1% |
| Participant deferral / active EE | $2,020 | $4,767-57.6% | $4,083-50.5% | $6,507-69.0% |
| Admin fee / account holder | $3,081 | $6,918-55.5% | $6,065-49.2% | $12,624-75.6% |