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 | $24,817 | $88,710-72.0% | $81,783-69.7% | $145,959-83.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.21% | 1027.26%-1017.1pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,360 | $3,083-23.4% | $2,913-19.0% | $4,661-49.4% |
| Participant deferral / active EE | $4,828 | $4,645+3.9% | $4,320+11.7% | $6,689-27.8% |
| Admin fee / account holder | $1,357 | $8,407-83.9% | $7,380-81.6% | $13,398-89.9% |