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 5-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 | $7,275 | $96,305-92.4% | $80,569-91.0% | $139,434-94.8% |
| Participation rate | 69.2% | 73.6%-4.4pp | 67.0%+2.2pp | 80.3%-11.1pp |
| Annual return | 16.27% | 1350.08%-1333.8pp | 935.43%-919.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $600 | $3,262-81.6% | $2,723-78.0% | $4,751-87.4% |
| Participant deferral / active EE | $1,043 | $5,232-80.1% | $4,447-76.5% | $6,710-84.5% |
| Admin fee / account holder | $2,465 | $6,599-62.6% | $5,377-54.2% | $11,403-78.4% |