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 | $46,374 | $96,305-51.8% | $80,569-42.4% | $139,434-66.7% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 21.79% | 1350.08%-1328.3pp | 935.43%-913.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,508 | $3,262-23.1% | $2,723-7.9% | $4,751-47.2% |
| Participant deferral / active EE | $8,755 | $5,232+67.3% | $4,447+96.8% | $6,710+30.5% |
| Admin fee / account holder | $562 | $6,599-91.5% | $5,377-89.5% | $11,403-95.1% |