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 | $15,894 | $100,852-84.2% | $90,404-82.4% | $158,922-90.0% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.7%-26.8pp | 82.0%-36.1pp |
| Annual return | 24.93% | 1724.20%-1699.3pp | 1293.02%-1268.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $557 | $3,689-84.9% | $3,262-82.9% | $4,761-88.3% |
| Participant deferral / active EE | $2,257 | $4,348-48.1% | $3,963-43.0% | $5,982-62.3% |
| Admin fee / account holder | $416 | $6,501-93.6% | $5,611-92.6% | $11,246-96.3% |