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 | $40,342 | $109,817-63.3% | $98,442-59.0% | $167,490-75.9% |
| Participation rate | 58.8% | 75.8%-17.0pp | 73.3%-14.5pp | 82.1%-23.3pp |
| Annual return | 10.37% | 1956.69%-1946.3pp | 1492.73%-1482.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $878 | $3,224-72.8% | $2,960-70.3% | $4,837-81.8% |
| Participant deferral / active EE | $4,077 | $4,673-12.8% | $4,276-4.7% | $6,341-35.7% |
| Admin fee / account holder | $42,427 | $6,753+528.3% | $5,949+613.2% | $12,309+244.7% |