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 | $33,292 | $68,346-51.3% | $94,646-64.8% | $75,163-55.7% |
| Participation rate | 40.9% | 76.1%-35.2pp | 80.8%-39.9pp | 67.2%-26.3pp |
| Annual return | 18.81% | 616.93%-598.1pp | 156.71%-137.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,187 | $2,701-56.1% | $3,672-67.7% | $2,670-55.6% |
| Participant deferral / active EE | $2,943 | $6,537-55.0% | $7,418-60.3% | $4,125-28.6% |
| Admin fee / account holder | $10,699 | $5,326+100.9% | $7,231+48.0% | $5,651+89.3% |