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 | $26,504 | $100,852-73.7% | $90,404-70.7% | $158,922-83.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 25.37% | 1724.20%-1698.8pp | 1293.02%-1267.6pp | 302.83%-277.5pp |
| Employer contribution / active EE | $970 | $3,689-73.7% | $3,262-70.3% | $4,761-79.6% |
| Participant deferral / active EE | $2,487 | $4,348-42.8% | $3,963-37.2% | $5,982-58.4% |
| Admin fee / account holder | $496 | $6,501-92.4% | $5,611-91.2% | $11,246-95.6% |