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 | $24,859 | $34,932-28.8% | $56,441-56.0% | $74,546-66.7% |
| Participation rate | 12.2% | 32.9%-20.6pp | 52.5%-40.3pp | 67.2%-55.0pp |
| Annual return | 11.77% | 24.90%-13.1pp | 1704.21%-1692.4pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $214 | $608-64.8% | $1,039-79.4% | $2,624-91.8% |
| Participant deferral / active EE | $330 | $1,173-71.9% | $1,953-83.1% | $4,347-92.4% |
| Admin fee / account holder | $687 | $2,359-70.9% | $2,829-75.7% | $1,944-64.7% |