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 | $15,769 | $109,817-85.6% | $98,442-84.0% | $167,490-90.6% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 9.69% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $778 | $3,224-75.9% | $2,960-73.7% | $4,837-83.9% |
| Participant deferral / active EE | $2,041 | $4,673-56.3% | $4,276-52.3% | $6,341-67.8% |
| Admin fee / account holder | $1,499 | $6,753-77.8% | $5,949-74.8% | $12,309-87.8% |