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 3-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 | $11,221 | $68,097-83.5% | $62,929-82.2% | $137,256-91.8% |
| Participation rate | 40.9% | 77.4%-36.5pp | 73.1%-32.2pp | 80.0%-39.1pp |
| Annual return | 24.94% | 1859.11%-1834.2pp | 1063.93%-1039.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $727 | $2,811-74.1% | $2,505-71.0% | $4,156-82.5% |
| Participant deferral / active EE | $1,246 | $4,553-72.6% | $3,888-68.0% | $6,407-80.5% |
| Admin fee / account holder | $821 | $6,521-87.4% | $5,065-83.8% | $12,270-93.3% |