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 | $19,152 | $109,817-82.6% | $98,442-80.5% | $167,490-88.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.57% | 1956.69%-1945.1pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,078 | $3,224-66.6% | $2,960-63.6% | $4,837-77.7% |
| Participant deferral / active EE | $4,236 | $4,673-9.4% | $4,276-0.9% | $6,341-33.2% |
| Admin fee / account holder | $933 | $6,753-86.2% | $5,949-84.3% | $12,309-92.4% |