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 | $35,366 | $70,606-49.9% | $53,898-34.4% | $142,382-75.2% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.17% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,116 | $1,202-7.2% | $932+19.7% | $4,299-74.0% |
| Participant deferral / active EE | $2,724 | $2,364+15.2% | $1,826+49.1% | $6,507-58.1% |
| Admin fee / account holder | $464 | $2,852-83.7% | $2,491-81.4% | $12,624-96.3% |