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 6-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 | $57,276 | $169,161-66.1% | $129,295-55.7% | $145,959-60.8% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 8.64% | 14348.07%-14339.4pp | 9429.28%-9420.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,346 | $5,543-75.7% | $4,157-67.6% | $4,661-71.1% |
| Participant deferral / active EE | $1,648 | $4,989-67.0% | $4,169-60.5% | $6,689-75.4% |
| Admin fee / account holder | $864 | $9,878-91.3% | $7,665-88.7% | $13,398-93.5% |