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 | $105,560 | $180,749-41.6% | $160,784-34.3% | $137,256-23.1% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 14.40% | 2234.46%-2220.1pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,594 | $4,155-61.6% | $3,733-57.3% | $4,156-61.6% |
| Participant deferral / active EE | $6,127 | $6,844-10.5% | $6,293-2.6% | $6,407-4.4% |
| Admin fee / account holder | $1,245 | $10,397-88.0% | $9,717-87.2% | $12,270-89.9% |