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 5-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 | $28,503 | $34,934-18.4% | $56,411-49.5% | $74,495-61.7% |
| Participation rate | 10.3% | 32.8%-22.5pp | 52.5%-42.1pp | 67.2%-56.9pp |
| Annual return | 13.20% | 25.94%-12.7pp | 1701.33%-1688.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $941 | $609+54.5% | $1,039-9.4% | $2,623-64.1% |
| Participant deferral / active EE | $1,223 | $1,170+4.5% | $1,952-37.3% | $4,346-71.9% |
| Admin fee / account holder | $1,357 | $2,364-42.6% | $2,829-52.0% | $1,942-30.1% |