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 | $15,518 | $68,097-77.2% | $62,929-75.3% | $137,256-88.7% |
| Participation rate | 21.1% | 77.4%-56.4pp | 73.1%-52.1pp | 80.0%-58.9pp |
| Annual return | 16.72% | 1859.11%-1842.4pp | 1063.93%-1047.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $505 | $2,811-82.0% | $2,505-79.8% | $4,156-87.8% |
| Participant deferral / active EE | $3,471 | $4,553-23.8% | $3,888-10.7% | $6,407-45.8% |
| Admin fee / account holder | $365 | $6,521-94.4% | $5,065-92.8% | $12,270-97.0% |