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 6-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 | $26,966 | $88,751-69.6% | $81,812-67.0% | $145,922-81.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 14.91% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $869 | $3,083-71.8% | $2,912-70.2% | $4,660-81.3% |
| Participant deferral / active EE | $1,466 | $4,643-68.4% | $4,319-66.1% | $6,688-78.1% |
| Admin fee / account holder | $449 | $8,415-94.7% | $7,386-93.9% | $13,397-96.6% |