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 4-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 | $27,819 | $81,625-65.9% | $58,482-52.4% | $139,434-80.0% |
| Participation rate | 43.8% | 61.3%-17.6pp | 50.9%-7.1pp | 80.3%-36.6pp |
| Annual return | 18.31% | 7404.20%-7385.9pp | 4239.32%-4221.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,141 | $1,398-18.4% | $1,053+8.3% | $4,751-76.0% |
| Participant deferral / active EE | $4,004 | $2,557+56.6% | $1,924+108.1% | $6,710-40.3% |
| Admin fee / account holder | $547 | $3,265-83.3% | $2,516-78.3% | $11,403-95.2% |