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 7-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 | $51,700 | $70,756-26.9% | $65,493-21.1% | $142,382-63.7% |
| Participation rate | 15.4% | 77.4%-62.0pp | 73.1%-57.7pp | 80.1%-64.7pp |
| Annual return | 18.93% | 1754.89%-1736.0pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $468 | $2,881-83.8% | $2,574-81.8% | $4,299-89.1% |
| Participant deferral / active EE | $1,720 | $4,637-62.9% | $3,961-56.6% | $6,507-73.6% |
| Admin fee / account holder | $439 | $6,559-93.3% | $5,028-91.3% | $12,624-96.5% |