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 | $46,106 | $109,817-58.0% | $98,442-53.2% | $167,490-72.5% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 15.68% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $955 | $3,224-70.4% | $2,960-67.7% | $4,837-80.3% |
| Participant deferral / active EE | $4,101 | $4,673-12.2% | $4,276-4.1% | $6,341-35.3% |
| Admin fee / account holder | $468 | $6,753-93.1% | $5,949-92.1% | $12,309-96.2% |