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 | $16,913 | $49,173-65.6% | $121,098-86.0% | $75,163-77.5% |
| Participation rate | 18.5% | 55.4%-36.9pp | 69.5%-51.0pp | 67.2%-48.7pp |
| Annual return | 67.92% | 55.99%+11.9pp | 985.75%-917.8pp | 160.62%-92.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $958 | $2,628-63.5% | $4,080-76.5% | $4,125-76.8% |
| Admin fee / account holder | $1,206 | $3,942-69.4% | $5,644-78.6% | $5,651-78.7% |