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 | $41,286 | $169,161-75.6% | $129,295-68.1% | $145,959-71.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 19.99% | 14348.07%-14328.1pp | 9429.28%-9409.3pp | 561.95%-542.0pp |
| Employer contribution / active EE | $1,687 | $5,543-69.6% | $4,157-59.4% | $4,661-63.8% |
| Participant deferral / active EE | $2,013 | $4,989-59.6% | $4,169-51.7% | $6,689-69.9% |
| Admin fee / account holder | $64,223 | $9,878+550.2% | $7,665+737.8% | $13,398+379.4% |