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 6-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 | $14,691 | $88,751-83.4% | $81,812-82.0% | $145,922-89.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.3%-36.0pp | 80.3%-43.9pp |
| Annual return | 13.87% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,048 | $3,083-66.0% | $2,912-64.0% | $4,660-77.5% |
| Participant deferral / active EE | $1,395 | $4,643-70.0% | $4,319-67.7% | $6,688-79.1% |
| Admin fee / account holder | $3,152 | $8,415-62.5% | $7,386-57.3% | $13,397-76.5% |