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 | $29,889 | $70,756-57.8% | $65,493-54.4% | $142,382-79.0% |
| Participation rate | 29.4% | 77.4%-48.0pp | 73.1%-43.7pp | 80.1%-50.7pp |
| Annual return | 16.61% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $621 | $2,881-78.4% | $2,574-75.9% | $4,299-85.6% |
| Participant deferral / active EE | $1,771 | $4,637-61.8% | $3,961-55.3% | $6,507-72.8% |
| Admin fee / account holder | $5,581 | $6,559-14.9% | $5,028+11.0% | $12,624-55.8% |