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 6-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 | $16,419 | $109,817-85.0% | $98,442-83.3% | $167,490-90.2% |
| Participation rate | 31.6% | 75.8%-44.2pp | 73.3%-41.8pp | 82.1%-50.5pp |
| Annual return | 28.24% | 1956.69%-1928.4pp | 1492.73%-1464.5pp | 478.56%-450.3pp |
| Employer contribution / active EE | $562 | $3,224-82.6% | $2,960-81.0% | $4,837-88.4% |
| Participant deferral / active EE | $3,645 | $4,673-22.0% | $4,276-14.8% | $6,341-42.5% |
| Admin fee / account holder | $558 | $6,753-91.7% | $5,949-90.6% | $12,309-95.5% |