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 | $27,765 | $176,662-84.3% | $130,648-78.7% | $152,861-81.8% |
| Participation rate | 27.3% | 79.0%-51.7pp | 71.7%-44.5pp | 82.4%-55.2pp |
| Annual return | 14.58% | 2692.24%-2677.7pp | 1708.96%-1694.4pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,185 | $5,742-79.4% | $4,092-71.0% | $4,762-75.1% |
| Participant deferral / active EE | $1,907 | $4,361-56.3% | $3,603-47.1% | $5,850-67.4% |
| Admin fee / account holder | $44,464 | $7,133+523.4% | $5,464+713.7% | $11,596+283.4% |