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 8-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 | $20,880 | $96,305-78.3% | $80,569-74.1% | $139,434-85.0% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 15.10% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,779 | $3,262-14.8% | $2,723+2.0% | $4,751-41.5% |
| Participant deferral / active EE | $3,589 | $5,232-31.4% | $4,447-19.3% | $6,710-46.5% |
| Admin fee / account holder | $17,695 | $6,599+168.2% | $5,377+229.1% | $11,403+55.2% |