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 | $11,013 | $100,852-89.1% | $90,404-87.8% | $158,922-93.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 23.89% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $769 | $3,689-79.2% | $3,262-76.4% | $4,761-83.9% |
| Participant deferral / active EE | $1,914 | $4,348-56.0% | $3,963-51.7% | $5,982-68.0% |
| Admin fee / account holder | $634 | $6,501-90.3% | $5,611-88.7% | $11,246-94.4% |