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 | $5,596 | $88,751-93.7% | $81,812-93.2% | $145,922-96.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.09% | 1025.40%-1005.3pp | 773.79%-753.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $389 | $3,083-87.4% | $2,912-86.6% | $4,660-91.6% |
| Participant deferral / active EE | $1,536 | $4,643-66.9% | $4,319-64.4% | $6,688-77.0% |
| Admin fee / account holder | $2,049 | $8,415-75.7% | $7,386-72.3% | $13,397-84.7% |