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 | $24,251 | $102,604-76.4% | $86,188-71.9% | $139,434-82.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 24.85% | 1922.51%-1897.7pp | 1168.45%-1143.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,026 | $3,032-66.2% | $2,380-56.9% | $4,751-78.4% |
| Participant deferral / active EE | $2,761 | $4,676-40.9% | $3,985-30.7% | $6,710-58.9% |
| Admin fee / account holder | $520 | $8,657-94.0% | $6,852-92.4% | $11,403-95.4% |