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 | $13,908 | $72,396-80.8% | $67,511-79.4% | $145,959-90.5% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 21.23% | 7194.07%-7172.8pp | 3517.41%-3496.2pp | 561.95%-540.7pp |
| Employer contribution / active EE | $1,086 | $3,071-64.6% | $2,733-60.2% | $4,661-76.7% |
| Participant deferral / active EE | $2,237 | $4,781-53.2% | $4,000-44.1% | $6,689-66.5% |
| Admin fee / account holder | $11,409 | $5,538+106.0% | $3,999+185.3% | $13,398-14.8% |