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 | $20,584 | $100,852-79.6% | $90,404-77.2% | $158,922-87.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 32.18% | 1724.20%-1692.0pp | 1293.02%-1260.8pp | 302.83%-270.6pp |
| Employer contribution / active EE | $806 | $3,689-78.2% | $3,262-75.3% | $4,761-83.1% |
| Participant deferral / active EE | $2,918 | $4,348-32.9% | $3,963-26.4% | $5,982-51.2% |
| Admin fee / account holder | $749 | $6,501-88.5% | $5,611-86.7% | $11,246-93.3% |