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 | $15,078 | $109,817-86.3% | $98,442-84.7% | $167,490-91.0% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 17.99% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $639 | $3,224-80.2% | $2,960-78.4% | $4,837-86.8% |
| Participant deferral / active EE | $1,361 | $4,673-70.9% | $4,276-68.2% | $6,341-78.5% |
| Admin fee / account holder | $377 | $6,753-94.4% | $5,949-93.7% | $12,309-96.9% |