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 | $14,844 | $156,846-90.5% | $121,098-87.7% | $139,434-89.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.87% | 1474.56%-1458.7pp | 985.75%-969.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,404 | $5,536-74.6% | $4,164-66.3% | $4,751-70.4% |
| Participant deferral / active EE | $2,096 | $4,844-56.7% | $4,080-48.6% | $6,710-68.8% |
| Admin fee / account holder | $4,952 | $6,946-28.7% | $5,644-12.3% | $11,403-56.6% |