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 7-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 | $6,922 | $96,305-92.8% | $80,569-91.4% | $139,434-95.0% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 20.79% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,873 | $3,262-42.6% | $2,723-31.2% | $4,751-60.6% |
| Participant deferral / active EE | $4,266 | $5,232-18.5% | $4,447-4.1% | $6,710-36.4% |
| Admin fee / account holder | $336 | $6,599-94.9% | $5,377-93.7% | $11,403-97.0% |