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 | $31,211 | $88,751-64.8% | $81,812-61.9% | $145,922-78.6% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.3%-54.2pp | 80.3%-62.1pp |
| Annual return | 11.69% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $623 | $3,083-79.8% | $2,912-78.6% | $4,660-86.6% |
| Participant deferral / active EE | $1,172 | $4,643-74.8% | $4,319-72.9% | $6,688-82.5% |
| Admin fee / account holder | $1,784 | $8,415-78.8% | $7,386-75.8% | $13,397-86.7% |