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 | $15,562 | $102,604-84.8% | $86,188-81.9% | $139,434-88.8% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 32.40% | 1922.51%-1890.1pp | 1168.45%-1136.0pp | 372.94%-340.5pp |
| Employer contribution / active EE | $2,411 | $3,032-20.5% | $2,380+1.3% | $4,751-49.3% |
| Participant deferral / active EE | $4,053 | $4,676-13.3% | $3,985+1.7% | $6,710-39.6% |
| Admin fee / account holder | $1,928 | $8,657-77.7% | $6,852-71.9% | $11,403-83.1% |