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 | $24,657 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 13.64% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,415 | $5,256-73.1% | $4,695-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $3,259 | $6,630-50.8% | $6,247-47.8% | $5,439-40.1% |
| Admin fee / account holder | $37,436 | $10,905+243.3% | $9,243+305.0% | $10,885+243.9% |