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 8-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 | $33,799 | $169,032-80.0% | $129,207-73.8% | $145,922-76.8% |
| Participation rate | 41.7% | 76.4%-34.8pp | 69.6%-27.9pp | 80.3%-38.6pp |
| Annual return | 7.76% | 14330.11%-14322.4pp | 9417.33%-9409.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,936 | $4,987-61.2% | $4,168-53.6% | $6,688-71.1% |
| Admin fee / account holder | $411 | $9,954-95.9% | $7,715-94.7% | $13,397-96.9% |