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 | $13,826 | $88,751-84.4% | $81,812-83.1% | $145,922-90.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 20.50% | 1025.40%-1004.9pp | 773.79%-753.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,429 | $3,083-53.7% | $2,912-50.9% | $4,660-69.3% |
| Participant deferral / active EE | $4,894 | $4,643+5.4% | $4,319+13.3% | $6,688-26.8% |
| Admin fee / account holder | $413 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |