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 8-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 | $18,589 | $100,852-81.6% | $90,404-79.4% | $158,922-88.3% |
| Participation rate | 47.6% | 75.0%-27.4pp | 72.7%-25.1pp | 82.0%-34.3pp |
| Annual return | 13.35% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,104 | $3,689-70.1% | $3,262-66.2% | $4,761-76.8% |
| Participant deferral / active EE | $1,529 | $4,348-64.8% | $3,963-61.4% | $5,982-74.4% |
| Admin fee / account holder | $4,061 | $6,501-37.5% | $5,611-27.6% | $11,246-63.9% |