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 | $32,213 | $176,377-81.7% | $134,143-76.0% | $158,922-79.7% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 3.65% | 63.63%-60.0pp | 36.33%-32.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $592 | $5,040-88.3% | $3,704-84.0% | $4,761-87.6% |
| Participant deferral / active EE | $1,383 | $4,091-66.2% | $3,499-60.5% | $5,982-76.9% |
| Admin fee / account holder | $2,896 | $8,718-66.8% | $6,684-56.7% | $11,246-74.2% |