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 | $43,471 | $159,901-72.8% | $146,958-70.4% | $145,922-70.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 19.19% | 98.13%-78.9pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,253 | $5,286-57.4% | $4,933-54.3% | $4,660-51.6% |
| Participant deferral / active EE | $7,274 | $8,428-13.7% | $8,070-9.9% | $6,688+8.8% |
| Admin fee / account holder | $1,353 | $15,044-91.0% | $12,998-89.6% | $13,397-89.9% |