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 | $9,759 | $76,738-87.3% | $56,411-82.7% | $145,922-93.3% |
| Participation rate | 45.8% | 63.2%-17.4pp | 52.5%-6.6pp | 80.3%-34.4pp |
| Annual return | 15.67% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,086 | $1,380-21.3% | $1,039+4.5% | $4,660-76.7% |
| Participant deferral / active EE | $1,456 | $2,623-44.5% | $1,952-25.4% | $6,688-78.2% |
| Admin fee / account holder | $1,273 | $3,334-61.8% | $2,829-55.0% | $13,397-90.5% |