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 | $29,731 | $57,281-48.1% | $86,612-65.7% | $75,163-60.4% |
| Participation rate | 48.5% | 63.2%-14.7pp | 71.7%-23.2pp | 67.2%-18.7pp |
| Annual return | 18.78% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $553 | $2,314-76.1% | $3,022-81.7% | $2,670-79.3% |
| Participant deferral / active EE | $2,723 | $3,318-17.9% | $4,438-38.6% | $4,125-34.0% |
| Admin fee / account holder | $408 | $4,112-90.1% | $5,614-92.7% | $5,651-92.8% |