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 5-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 | $33,900 | $76,738-55.8% | $56,411-39.9% | $145,922-76.8% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 16.00% | 2994.23%-2978.2pp | 1701.33%-1685.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,116 | $1,380-19.1% | $1,039+7.5% | $4,660-76.0% |
| Participant deferral / active EE | $4,145 | $2,623+58.1% | $1,952+112.4% | $6,688-38.0% |
| Admin fee / account holder | $489 | $3,334-85.3% | $2,829-82.7% | $13,397-96.4% |