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 | $25,020 | $47,479-47.3% | $62,929-60.2% | $82,448-69.7% |
| Participation rate | 32.0% | 66.9%-34.9pp | 73.1%-41.1pp | 68.1%-36.1pp |
| Annual return | 21.41% | 20.34%+1.1pp | 1063.93%-1042.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $527 | $1,885-72.1% | $2,505-79.0% | $2,551-79.3% |
| Participant deferral / active EE | $966 | $2,870-66.4% | $3,888-75.2% | $4,139-76.7% |
| Admin fee / account holder | $311 | $3,804-91.8% | $5,065-93.9% | $7,234-95.7% |