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 7-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 | $19,493 | $169,032-88.5% | $129,207-84.9% | $145,922-86.6% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 20.00% | 14330.11%-14310.1pp | 9417.33%-9397.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $282 | $5,537-94.9% | $4,153-93.2% | $4,660-94.0% |
| Participant deferral / active EE | $1,424 | $4,987-71.4% | $4,168-65.8% | $6,688-78.7% |
| Admin fee / account holder | $455 | $9,954-95.4% | $7,715-94.1% | $13,397-96.6% |