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 10-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 | $24,985 | $76,738-67.4% | $56,411-55.7% | $145,922-82.9% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 19.81% | 2994.23%-2974.4pp | 1701.33%-1681.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $523 | $1,380-62.1% | $1,039-49.6% | $4,660-88.8% |
| Participant deferral / active EE | $1,170 | $2,623-55.4% | $1,952-40.1% | $6,688-82.5% |
| Admin fee / account holder | $1,540 | $3,334-53.8% | $2,829-45.6% | $13,397-88.5% |