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 9-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 | $21,297 | $96,305-77.9% | $80,569-73.6% | $139,434-84.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 26.57% | 1350.08%-1323.5pp | 935.43%-908.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,621 | $3,262-50.3% | $2,723-40.5% | $4,751-65.9% |
| Participant deferral / active EE | $3,138 | $5,232-40.0% | $4,447-29.5% | $6,710-53.2% |
| Admin fee / account holder | $600 | $6,599-90.9% | $5,377-88.8% | $11,403-94.7% |