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 | $10,140 | $100,852-89.9% | $90,404-88.8% | $158,922-93.6% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 21.67% | 1724.20%-1702.5pp | 1293.02%-1271.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $588 | $3,689-84.1% | $3,262-82.0% | $4,761-87.7% |
| Participant deferral / active EE | $1,023 | $4,348-76.5% | $3,963-74.2% | $5,982-82.9% |
| Admin fee / account holder | $1,595 | $6,501-75.5% | $5,611-71.6% | $11,246-85.8% |