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 | $36,418 | $117,381-69.0% | $99,443-63.4% | $152,861-76.2% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.4%-49.1pp |
| Annual return | 26.01% | 31.87%-5.9pp | 30.72%-4.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $898 | $3,013-70.2% | $2,540-64.7% | $4,762-81.2% |
| Participant deferral / active EE | $3,365 | $4,086-17.6% | $3,619-7.0% | $5,850-42.5% |
| Admin fee / account holder | $394 | $7,631-94.8% | $6,250-93.7% | $11,596-96.6% |