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 | $7,772 | $72,396-89.3% | $67,511-88.5% | $145,959-94.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 14.23% | 7194.07%-7179.8pp | 3517.41%-3503.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,340 | $4,781-72.0% | $4,000-66.5% | $6,689-80.0% |
| Admin fee / account holder | $786 | $5,538-85.8% | $3,999-80.3% | $13,398-94.1% |