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 | $18,788 | $102,604-81.7% | $86,188-78.2% | $139,434-86.5% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 16.43% | 1922.51%-1906.1pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,008 | $3,032-66.8% | $2,380-57.7% | $4,751-78.8% |
| Participant deferral / active EE | $2,218 | $4,676-52.6% | $3,985-44.3% | $6,710-66.9% |
| Admin fee / account holder | $2,504 | $8,657-71.1% | $6,852-63.5% | $11,403-78.0% |