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 | $16,737 | $88,751-81.1% | $81,812-79.5% | $145,922-88.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.35% | 1025.40%-1013.1pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $9,025 | $3,083+192.7% | $2,912+209.9% | $4,660+93.7% |
| Participant deferral / active EE | $3,152 | $4,643-32.1% | $4,319-27.0% | $6,688-52.9% |
| Admin fee / account holder | $6,611 | $8,415-21.4% | $7,386-10.5% | $13,397-50.7% |