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 6-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 | $11,122 | $109,817-89.9% | $98,442-88.7% | $167,490-93.4% |
| Participation rate | 43.5% | 75.8%-32.3pp | 73.3%-29.9pp | 82.1%-38.6pp |
| Annual return | 39.00% | 1956.69%-1917.7pp | 1492.73%-1453.7pp | 478.56%-439.6pp |
| Employer contribution / active EE | $1,425 | $3,224-55.8% | $2,960-51.9% | $4,837-70.6% |
| Participant deferral / active EE | $2,927 | $4,673-37.4% | $4,276-31.5% | $6,341-53.8% |
| Admin fee / account holder | $443 | $6,753-93.4% | $5,949-92.6% | $12,309-96.4% |