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 8-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 | $34,412 | $99,020-65.2% | $86,590-60.3% | $147,584-76.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 27.19% | 1312.34%-1285.1pp | 964.84%-937.7pp | 578.55%-551.4pp |
| Employer contribution / active EE | $1,707 | $3,132-45.5% | $2,839-39.9% | $4,876-65.0% |
| Participant deferral / active EE | $2,100 | $3,972-47.1% | $3,609-41.8% | $5,439-61.4% |
| Admin fee / account holder | $666 | $5,710-88.3% | $4,906-86.4% | $10,885-93.9% |