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 | $51,155 | $91,190-43.9% | $178,490-71.3% | $79,858-35.9% |
| Participation rate | 41.2% | 69.2%-28.0pp | 81.9%-40.7pp | 69.6%-28.5pp |
| Annual return | 19.07% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $903 | $3,256-72.3% | $5,011-82.0% | $2,471-63.5% |
| Participant deferral / active EE | $4,351 | $3,236+34.4% | $5,202-16.4% | $3,740+16.3% |
| Admin fee / account holder | $346 | $6,751-94.9% | $13,984-97.5% | $5,306-93.5% |