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 | $21,144 | $88,751-76.2% | $81,812-74.2% | $145,922-85.5% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 14.73% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $989 | $3,083-67.9% | $2,912-66.0% | $4,660-78.8% |
| Participant deferral / active EE | $3,704 | $4,643-20.2% | $4,319-14.2% | $6,688-44.6% |
| Admin fee / account holder | $1,773 | $8,415-78.9% | $7,386-76.0% | $13,397-86.8% |