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 | $14,941 | $34,934-57.2% | $56,411-73.5% | $74,495-79.9% |
| Participation rate | 12.3% | 32.8%-20.5pp | 52.5%-40.1pp | 67.2%-54.9pp |
| Annual return | 11.48% | 25.94%-14.5pp | 1701.33%-1689.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $222 | $609-63.6% | $1,039-78.6% | $2,623-91.5% |
| Participant deferral / active EE | $395 | $1,170-66.3% | $1,952-79.8% | $4,346-90.9% |
| Admin fee / account holder | $1,231 | $2,364-47.9% | $2,829-56.5% | $1,942-36.6% |