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 | $35,789 | $88,751-59.7% | $81,812-56.3% | $145,922-75.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 11.05% | 1025.40%-1014.4pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,419 | $3,083-54.0% | $2,912-51.3% | $4,660-69.5% |
| Participant deferral / active EE | $4,575 | $4,643-1.5% | $4,319+5.9% | $6,688-31.6% |
| Admin fee / account holder | $1,765 | $8,415-79.0% | $7,386-76.1% | $13,397-86.8% |