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 | $13,649 | $100,852-86.5% | $90,404-84.9% | $158,922-91.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 28.47% | 1724.20%-1695.7pp | 1293.02%-1264.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,263 | $3,689-65.8% | $3,262-61.3% | $4,761-73.5% |
| Participant deferral / active EE | $1,990 | $4,348-54.2% | $3,963-49.8% | $5,982-66.7% |
| Admin fee / account holder | $312 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |