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 | $31,032 | $169,032-81.6% | $129,207-76.0% | $145,922-78.7% |
| Participation rate | 61.5% | 76.4%-14.9pp | 69.6%-8.1pp | 80.3%-18.7pp |
| Annual return | 8.96% | 14330.11%-14321.2pp | 9417.33%-9408.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,547 | $5,537-72.1% | $4,153-62.7% | $4,660-66.8% |
| Participant deferral / active EE | $3,720 | $4,987-25.4% | $4,168-10.7% | $6,688-44.4% |
| Admin fee / account holder | $634 | $9,954-93.6% | $7,715-91.8% | $13,397-95.3% |