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 | $67,572 | $96,305-29.8% | $80,569-16.1% | $139,434-51.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 17.03% | 1350.08%-1333.1pp | 935.43%-918.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,538 | $3,262-52.9% | $2,723-43.5% | $4,751-67.6% |
| Participant deferral / active EE | $3,899 | $5,232-25.5% | $4,447-12.3% | $6,710-41.9% |
| Admin fee / account holder | $2,345 | $6,599-64.5% | $5,377-56.4% | $11,403-79.4% |