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 5-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 | $9,337 | $76,738-87.8% | $56,411-83.4% | $145,922-93.6% |
| Participation rate | 61.5% | 63.2%-1.7pp | 52.5%+9.1pp | 80.3%-18.7pp |
| Annual return | 11.03% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $369 | $1,380-73.2% | $1,039-64.4% | $4,660-92.1% |
| Participant deferral / active EE | $1,478 | $2,623-43.7% | $1,952-24.3% | $6,688-77.9% |
| Admin fee / account holder | $1,042 | $3,334-68.8% | $2,829-63.2% | $13,397-92.2% |