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 3-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 | $21,263 | $96,305-77.9% | $80,569-73.6% | $139,434-84.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 11.03% | 1350.08%-1339.1pp | 935.43%-924.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $748 | $3,262-77.1% | $2,723-72.5% | $4,751-84.2% |
| Participant deferral / active EE | $11,203 | $5,232+114.1% | $4,447+151.9% | $6,710+66.9% |
| Admin fee / account holder | $1,621 | $6,599-75.4% | $5,377-69.9% | $11,403-85.8% |