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 | $24,973 | $88,751-71.9% | $81,812-69.5% | $145,922-82.9% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 11.28% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $898 | $3,083-70.9% | $2,912-69.2% | $4,660-80.7% |
| Participant deferral / active EE | $2,841 | $4,643-38.8% | $4,319-34.2% | $6,688-57.5% |
| Admin fee / account holder | $476 | $8,415-94.3% | $7,386-93.6% | $13,397-96.4% |