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 | $28,498 | $169,032-83.1% | $129,207-77.9% | $145,922-80.5% |
| Participation rate | 53.3% | 76.4%-23.1pp | 69.6%-16.3pp | 80.3%-26.9pp |
| Annual return | 25.81% | 14330.11%-14304.3pp | 9417.33%-9391.5pp | 561.29%-535.5pp |
| Employer contribution / active EE | $484 | $5,537-91.3% | $4,153-88.3% | $4,660-89.6% |
| Participant deferral / active EE | $3,211 | $4,987-35.6% | $4,168-22.9% | $6,688-52.0% |
| Admin fee / account holder | $466 | $9,954-95.3% | $7,715-94.0% | $13,397-96.5% |