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 | $18,065 | $102,604-82.4% | $86,188-79.0% | $139,434-87.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 36.48% | 1922.51%-1886.0pp | 1168.45%-1132.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $1,576 | $3,032-48.0% | $2,380-33.8% | $4,751-66.8% |
| Participant deferral / active EE | $6,333 | $4,676+35.5% | $3,985+58.9% | $6,710-5.6% |
| Admin fee / account holder | $696 | $8,657-92.0% | $6,852-89.8% | $11,403-93.9% |