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 | $6,671 | $96,635-93.1% | $86,612-92.3% | $139,434-95.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 24.86% | 106.41%-81.6pp | 591.07%-566.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $581 | $3,263-82.2% | $3,022-80.8% | $4,751-87.8% |
| Participant deferral / active EE | $1,955 | $4,836-59.6% | $4,438-56.0% | $6,710-70.9% |
| Admin fee / account holder | $1,698 | $6,408-73.5% | $5,614-69.8% | $11,403-85.1% |