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 | $11,273 | $57,281-80.3% | $86,612-87.0% | $75,163-85.0% |
| Participation rate | 43.2% | 63.2%-20.0pp | 71.7%-28.5pp | 67.2%-23.9pp |
| Annual return | 21.99% | 2670.75%-2648.8pp | 591.07%-569.1pp | 160.62%-138.6pp |
| Employer contribution / active EE | $495 | $2,314-78.6% | $3,022-83.6% | $2,670-81.5% |
| Participant deferral / active EE | $1,685 | $3,318-49.2% | $4,438-62.0% | $4,125-59.2% |
| Admin fee / account holder | $1,581 | $4,112-61.5% | $5,614-71.8% | $5,651-72.0% |