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 | $11,849 | $100,852-88.3% | $90,404-86.9% | $158,922-92.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 41.96% | 1724.20%-1682.2pp | 1293.02%-1251.1pp | 302.83%-260.9pp |
| Employer contribution / active EE | $1,694 | $3,689-54.1% | $3,262-48.1% | $4,761-64.4% |
| Participant deferral / active EE | $3,943 | $4,348-9.3% | $3,963-0.5% | $5,982-34.1% |
| Admin fee / account holder | $1,851 | $6,501-71.5% | $5,611-67.0% | $11,246-83.5% |