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 | $36,299 | $180,749-79.9% | $160,784-77.4% | $137,256-73.6% |
| Participation rate | 26.3% | 80.0%-53.7pp | 77.0%-50.6pp | 80.0%-53.6pp |
| Annual return | 12.08% | 2234.46%-2222.4pp | 1803.92%-1791.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,288 | $4,155-69.0% | $3,733-65.5% | $4,156-69.0% |
| Participant deferral / active EE | $2,282 | $6,844-66.7% | $6,293-63.7% | $6,407-64.4% |
| Admin fee / account holder | $15,500 | $10,397+49.1% | $9,717+59.5% | $12,270+26.3% |