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 | $39,698 | $96,635-58.9% | $86,612-54.2% | $139,434-71.5% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | 14.57% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $923 | $3,263-71.7% | $3,022-69.5% | $4,751-80.6% |
| Participant deferral / active EE | $2,518 | $4,836-47.9% | $4,438-43.3% | $6,710-62.5% |
| Admin fee / account holder | $519 | $6,408-91.9% | $5,614-90.8% | $11,403-95.5% |