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 | $38,673 | $169,032-77.1% | $129,207-70.1% | $145,922-73.5% |
| Participation rate | 36.4% | 76.4%-40.1pp | 69.6%-33.2pp | 80.3%-43.9pp |
| Annual return | 17.98% | 14330.11%-14312.1pp | 9417.33%-9399.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,475 | $4,987-70.4% | $4,168-64.6% | $6,688-77.9% |
| Admin fee / account holder | $1,070 | $9,954-89.3% | $7,715-86.1% | $13,397-92.0% |