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 | $33,867 | $70,606-52.0% | $53,898-37.2% | $142,382-76.2% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 18.69% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $409 | $1,202-66.0% | $932-56.1% | $4,299-90.5% |
| Participant deferral / active EE | $1,314 | $2,364-44.4% | $1,826-28.1% | $6,507-79.8% |
| Admin fee / account holder | $3,275 | $2,852+14.9% | $2,491+31.5% | $12,624-74.1% |