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 | $15,190 | $109,817-86.2% | $98,442-84.6% | $167,490-90.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.42% | 1956.69%-1939.3pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,435 | $3,224-24.5% | $2,960-17.7% | $4,837-49.7% |
| Participant deferral / active EE | $3,907 | $4,673-16.4% | $4,276-8.6% | $6,341-38.4% |
| Admin fee / account holder | $554 | $6,753-91.8% | $5,949-90.7% | $12,309-95.5% |