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 | $30,148 | $96,305-68.7% | $80,569-62.6% | $139,434-78.4% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.7pp |
| Annual return | 19.17% | 1350.08%-1330.9pp | 935.43%-916.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $714 | $3,262-78.1% | $2,723-73.8% | $4,751-85.0% |
| Participant deferral / active EE | $1,721 | $5,232-67.1% | $4,447-61.3% | $6,710-74.4% |
| Admin fee / account holder | $430 | $6,599-93.5% | $5,377-92.0% | $11,403-96.2% |