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 4-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 | $11,372 | $68,097-83.3% | $62,929-81.9% | $137,256-91.7% |
| Participation rate | 45.8% | 77.4%-31.6pp | 73.1%-27.3pp | 80.0%-34.1pp |
| Annual return | 17.99% | 1859.11%-1841.1pp | 1063.93%-1045.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,303 | $4,553-71.4% | $3,888-66.5% | $6,407-79.7% |
| Admin fee / account holder | $1,309 | $6,521-79.9% | $5,065-74.2% | $12,270-89.3% |