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 | $21,351 | $169,032-87.4% | $129,207-83.5% | $145,922-85.4% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 12.56% | 14330.11%-14317.6pp | 9417.33%-9404.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,357 | $5,537-75.5% | $4,153-67.3% | $4,660-70.9% |
| Participant deferral / active EE | $2,621 | $4,987-47.5% | $4,168-37.1% | $6,688-60.8% |
| Admin fee / account holder | $963 | $9,954-90.3% | $7,715-87.5% | $13,397-92.8% |