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 3-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 | $9,779 | $70,756-86.2% | $65,493-85.1% | $142,382-93.1% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 18.97% | 1754.89%-1735.9pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,114 | $2,881-61.3% | $2,574-56.7% | $4,299-74.1% |
| Participant deferral / active EE | $1,901 | $4,637-59.0% | $3,961-52.0% | $6,507-70.8% |
| Admin fee / account holder | $2,399 | $6,559-63.4% | $5,028-52.3% | $12,624-81.0% |