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 | $16,341 | $102,966-84.1% | $90,281-81.9% | $152,861-89.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 189.06% | 95.16%+93.9pp | 78.10%+111.0pp | 345.32%-156.3pp |
| Employer contribution / active EE | $837 | $3,139-73.3% | $2,854-70.7% | $4,762-82.4% |
| Participant deferral / active EE | $3,823 | $4,281-10.7% | $3,885-1.6% | $5,850-34.7% |
| Admin fee / account holder | $613 | $6,171-90.1% | $5,351-88.6% | $11,596-94.7% |