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 5-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 | $50,875 | $76,738-33.7% | $56,411-9.8% | $145,922-65.1% |
| Participation rate | 29.4% | 63.2%-33.8pp | 52.5%-23.1pp | 80.3%-50.9pp |
| Annual return | 10.53% | 2994.23%-2983.7pp | 1701.33%-1690.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $441 | $1,380-68.0% | $1,039-57.5% | $4,660-90.5% |
| Participant deferral / active EE | $1,606 | $2,623-38.8% | $1,952-17.7% | $6,688-76.0% |
| Admin fee / account holder | $1,603 | $3,334-51.9% | $2,829-43.3% | $13,397-88.0% |