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 | $20,854 | $100,852-79.3% | $90,404-76.9% | $158,922-86.9% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 22.53% | 1724.20%-1701.7pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $716 | $3,689-80.6% | $3,262-78.1% | $4,761-85.0% |
| Participant deferral / active EE | $1,935 | $4,348-55.5% | $3,963-51.2% | $5,982-67.7% |
| Admin fee / account holder | $505 | $6,501-92.2% | $5,611-91.0% | $11,246-95.5% |