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 9-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 | $27,120 | $96,305-71.8% | $80,569-66.3% | $139,434-80.5% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 17.67% | 1350.08%-1332.4pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,859 | $3,262-43.0% | $2,723-31.7% | $4,751-60.9% |
| Participant deferral / active EE | $2,324 | $5,232-55.6% | $4,447-47.7% | $6,710-65.4% |
| Admin fee / account holder | $9,286 | $6,599+40.7% | $5,377+72.7% | $11,403-18.6% |