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 | $11,478 | $57,281-80.0% | $86,612-86.7% | $75,163-84.7% |
| Participation rate | 30.6% | 63.2%-32.6pp | 71.7%-41.1pp | 67.2%-36.6pp |
| Annual return | 26.03% | 2670.75%-2644.7pp | 591.07%-565.0pp | 160.62%-134.6pp |
| Employer contribution / active EE | $849 | $2,314-63.3% | $3,022-71.9% | $2,670-68.2% |
| Participant deferral / active EE | $1,190 | $3,318-64.1% | $4,438-73.2% | $4,125-71.1% |
| Admin fee / account holder | $3,685 | $4,112-10.4% | $5,614-34.4% | $5,651-34.8% |