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 9-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 | $24,365 | $58,577-58.4% | $83,333-70.8% | $64,186-62.0% |
| Participation rate | 28.0% | 72.0%-44.0pp | 77.8%-49.8pp | 69.6%-41.6pp |
| Annual return | 13249.00% | 9.65%+13239.4pp | 10.63%+13238.4pp | 7.63%+13241.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,281 | $4,654-8.0% | $5,565-23.1% | $3,470+23.4% |
| Admin fee / account holder | $14,249 | $9,275+53.6% | $7,510+89.7% | $4,888+191.5% |