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 | $63,428 | $58,927+7.6% | $76,817-17.4% | $72,985-13.1% |
| Participation rate | 44.0% | 67.3%-23.3pp | 72.1%-28.1pp | 69.5%-25.5pp |
| Annual return | 24.96% | 2305.64%-2280.7pp | 1166.11%-1141.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $732 | $1,787-59.0% | $2,302-68.2% | $2,440-70.0% |
| Participant deferral / active EE | $3,099 | $2,690+15.2% | $3,336-7.1% | $3,607-14.1% |
| Admin fee / account holder | $1,094 | $4,013-72.7% | $6,420-83.0% | $5,124-78.6% |