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 7-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 | $26,772 | $109,817-75.6% | $98,442-72.8% | $167,490-84.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 15.57% | 1956.69%-1941.1pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,124 | $3,224-34.1% | $2,960-28.2% | $4,837-56.1% |
| Participant deferral / active EE | $3,393 | $4,673-27.4% | $4,276-20.7% | $6,341-46.5% |
| Admin fee / account holder | $1,253 | $6,753-81.4% | $5,949-78.9% | $12,309-89.8% |