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 | $15,317 | $104,907-85.4% | $84,611-81.9% | $152,861-90.0% |
| Participation rate | 31.8% | 74.8%-43.0pp | 68.2%-36.4pp | 82.4%-50.6pp |
| Annual return | 40.99% | 373.79%-332.8pp | 258.74%-217.7pp | 345.32%-304.3pp |
| Employer contribution / active EE | $727 | $3,302-78.0% | $2,652-72.6% | $4,762-84.7% |
| Participant deferral / active EE | $1,359 | $4,688-71.0% | $3,899-65.2% | $5,850-76.8% |
| Admin fee / account holder | $460 | $6,241-92.6% | $4,912-90.6% | $11,596-96.0% |