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 9-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 | $31,741 | $109,817-71.1% | $98,442-67.8% | $167,490-81.0% |
| Participation rate | 64.3% | 75.8%-11.5pp | 73.3%-9.1pp | 82.1%-17.8pp |
| Annual return | 10.82% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,049 | $3,224-67.5% | $2,960-64.5% | $4,837-78.3% |
| Participant deferral / active EE | $1,437 | $4,673-69.3% | $4,276-66.4% | $6,341-77.3% |
| Admin fee / account holder | $14,953 | $6,753+121.4% | $5,949+151.3% | $12,309+21.5% |