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 | $21,584 | $99,020-78.2% | $86,590-75.1% | $147,584-85.4% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 16.49% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,134 | $3,132-63.8% | $2,839-60.1% | $4,876-76.7% |
| Participant deferral / active EE | $1,931 | $3,972-51.4% | $3,609-46.5% | $5,439-64.5% |
| Admin fee / account holder | $561 | $5,710-90.2% | $4,906-88.6% | $10,885-94.8% |