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 | $15,981 | $70,756-77.4% | $65,493-75.6% | $142,382-88.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 11.69% | 1754.89%-1743.2pp | 982.45%-970.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,881 | $2,881-34.7% | $2,574-26.9% | $4,299-56.2% |
| Participant deferral / active EE | $6,357 | $4,637+37.1% | $3,961+60.5% | $6,507-2.3% |
| Admin fee / account holder | $11,338 | $6,559+72.9% | $5,028+125.5% | $12,624-10.2% |