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 | $1,764 | $81,625-97.8% | $58,482-97.0% | $139,434-98.7% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 21.39% | 7404.20%-7382.8pp | 4239.32%-4217.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $191 | $1,398-86.3% | $1,053-81.8% | $4,751-96.0% |
| Participant deferral / active EE | $341 | $2,557-86.7% | $1,924-82.3% | $6,710-94.9% |
| Admin fee / account holder | $1,446 | $3,265-55.7% | $2,516-42.5% | $11,403-87.3% |