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 | $23,251 | $176,662-86.8% | $130,648-82.2% | $152,861-84.8% |
| Participation rate | 69.6% | 79.0%-9.4pp | 71.7%-2.2pp | 82.4%-12.9pp |
| Annual return | 22.97% | 2692.24%-2669.3pp | 1708.96%-1686.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,863 | $5,742-67.6% | $4,092-54.5% | $4,762-60.9% |
| Participant deferral / active EE | $3,002 | $4,361-31.2% | $3,603-16.7% | $5,850-48.7% |
| Admin fee / account holder | $1,352 | $7,133-81.1% | $5,464-75.3% | $11,596-88.3% |