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 | $67,749 | $90,348-25.0% | $75,972-10.8% | $145,922-53.6% |
| Participation rate | 42.1% | 74.5%-32.3pp | 69.1%-26.9pp | 80.3%-38.2pp |
| Annual return | 12.36% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $864 | $3,311-73.9% | $2,685-67.8% | $4,660-81.5% |
| Participant deferral / active EE | $2,619 | $5,162-49.3% | $4,255-38.5% | $6,688-60.8% |
| Admin fee / account holder | $2,226 | $8,467-73.7% | $6,467-65.6% | $13,397-83.4% |