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 | $49,842 | $72,400-31.2% | $67,502-26.2% | $145,922-65.8% |
| Participation rate | 26.3% | 76.9%-50.5pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 12.21% | 7182.46%-7170.3pp | 3512.12%-3499.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $686 | $3,069-77.6% | $2,731-74.9% | $4,660-85.3% |
| Participant deferral / active EE | $2,113 | $4,783-55.8% | $4,000-47.2% | $6,688-68.4% |
| Admin fee / account holder | $4,179 | $5,539-24.6% | $3,998+4.5% | $13,397-68.8% |