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 | $23,378 | $88,751-73.7% | $81,812-71.4% | $145,922-84.0% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.3%-44.6pp | 80.3%-52.5pp |
| Annual return | 10.47% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $475 | $3,083-84.6% | $2,912-83.7% | $4,660-89.8% |
| Participant deferral / active EE | $2,930 | $4,643-36.9% | $4,319-32.1% | $6,688-56.2% |
| Admin fee / account holder | $1,731 | $8,415-79.4% | $7,386-76.6% | $13,397-87.1% |