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 | $45,842 | $76,738-40.3% | $56,411-18.7% | $145,922-68.6% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 14.65% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $178 | $1,380-87.1% | $1,039-82.9% | $4,660-96.2% |
| Participant deferral / active EE | $2,551 | $2,623-2.7% | $1,952+30.7% | $6,688-61.9% |
| Admin fee / account holder | $4,286 | $3,334+28.6% | $2,829+51.5% | $13,397-68.0% |