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 | $46,583 | $76,785-39.3% | $56,441-17.5% | $145,959-68.1% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 14.27% | 3000.51%-2986.2pp | 1704.21%-1689.9pp | 561.95%-547.7pp |
| Employer contribution / active EE | $657 | $1,381-52.4% | $1,039-36.7% | $4,661-85.9% |
| Participant deferral / active EE | $1,894 | $2,624-27.8% | $1,953-3.0% | $6,689-71.7% |
| Admin fee / account holder | $881 | $3,334-73.6% | $2,829-68.9% | $13,398-93.4% |