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 | $53,544 | $109,817-51.2% | $98,442-45.6% | $167,490-68.0% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 9.47% | 1956.69%-1947.2pp | 1492.73%-1483.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $751 | $3,224-76.7% | $2,960-74.6% | $4,837-84.5% |
| Participant deferral / active EE | $1,062 | $4,673-77.3% | $4,276-75.2% | $6,341-83.3% |
| Admin fee / account holder | $528 | $6,753-92.2% | $5,949-91.1% | $12,309-95.7% |