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 5-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 | $39,076 | $169,032-76.9% | $129,207-69.8% | $145,922-73.2% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.56% | 14330.11%-14315.6pp | 9417.33%-9402.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,070 | $5,537-80.7% | $4,153-74.2% | $4,660-77.0% |
| Participant deferral / active EE | $1,369 | $4,987-72.5% | $4,168-67.1% | $6,688-79.5% |
| Admin fee / account holder | $1,034 | $9,954-89.6% | $7,715-86.6% | $13,397-92.3% |