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 | $19,869 | $96,305-79.4% | $80,569-75.3% | $139,434-85.8% |
| Participation rate | 14.3% | 73.6%-59.3pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 20.66% | 1350.08%-1329.4pp | 935.43%-914.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,988 | $5,232-62.0% | $4,447-55.3% | $6,710-70.4% |
| Admin fee / account holder | $13,211 | $6,599+100.2% | $5,377+145.7% | $11,403+15.9% |