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 | $38,076 | $70,606-46.1% | $53,898-29.4% | $142,382-73.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.67% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $231 | $1,202-80.8% | $932-75.2% | $4,299-94.6% |
| Participant deferral / active EE | $692 | $2,364-70.7% | $1,826-62.1% | $6,507-89.4% |
| Admin fee / account holder | $1,124 | $2,852-60.6% | $2,491-54.9% | $12,624-91.1% |