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 3-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 | $27,144 | $88,751-69.4% | $81,812-66.8% | $145,922-81.4% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 31.40% | 1025.40%-994.0pp | 773.79%-742.4pp | 561.29%-529.9pp |
| Employer contribution / active EE | $724 | $3,083-76.5% | $2,912-75.1% | $4,660-84.5% |
| Participant deferral / active EE | $4,038 | $4,643-13.0% | $4,319-6.5% | $6,688-39.6% |
| Admin fee / account holder | $882 | $8,415-89.5% | $7,386-88.1% | $13,397-93.4% |