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 | $54,661 | $60,124-9.1% | $90,404-39.5% | $79,858-31.6% |
| Participation rate | 41.5% | 65.0%-23.4pp | 72.7%-31.1pp | 69.6%-28.1pp |
| Annual return | 12.58% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $382 | $2,068-81.5% | $3,262-88.3% | $2,471-84.5% |
| Participant deferral / active EE | $1,977 | $2,938-32.7% | $3,963-50.1% | $3,740-47.1% |
| Admin fee / account holder | $1,068 | $3,976-73.1% | $5,611-81.0% | $5,306-79.9% |