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 7-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 | $14,946 | $34,934-57.2% | $56,411-73.5% | $74,495-79.9% |
| Participation rate | 28.7% | 32.8%-4.2pp | 52.5%-23.8pp | 67.2%-38.5pp |
| Annual return | 14.25% | 25.94%-11.7pp | 1701.33%-1687.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $925 | $609+52.0% | $1,039-10.9% | $2,623-64.7% |
| Participant deferral / active EE | $1,288 | $1,170+10.1% | $1,952-34.0% | $4,346-70.4% |
| Admin fee / account holder | $1,321 | $2,364-44.1% | $2,829-53.3% | $1,942-31.9% |