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 | $14,751 | $109,817-86.6% | $98,442-85.0% | $167,490-91.2% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 14.68% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $428 | $3,224-86.7% | $2,960-85.6% | $4,837-91.2% |
| Participant deferral / active EE | $1,187 | $4,673-74.6% | $4,276-72.2% | $6,341-81.3% |
| Admin fee / account holder | $1,166 | $6,753-82.7% | $5,949-80.4% | $12,309-90.5% |