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 | $46,891 | $56,199-16.6% | $67,652-30.7% | $59,632-21.4% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | 7.06% | 18505.31%-18498.2pp | 6625.04%-6618.0pp | 2041.28%-2034.2pp |
| Employer contribution / active EE | $639 | $1,614-60.4% | $2,266-71.8% | $2,203-71.0% |
| Participant deferral / active EE | $1,783 | $2,844-37.3% | $3,560-49.9% | $3,192-44.1% |
| Admin fee / account holder | $1,326 | $3,958-66.5% | $4,821-72.5% | $4,297-69.1% |