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 | $9,156 | $96,635-90.5% | $86,612-89.4% | $139,434-93.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 311.19% | 106.41%+204.8pp | 591.07%-279.9pp | 372.94%-61.8pp |
| Employer contribution / active EE | $2,363 | $3,263-27.6% | $3,022-21.8% | $4,751-50.3% |
| Participant deferral / active EE | $3,131 | $4,836-35.3% | $4,438-29.4% | $6,710-53.3% |
| Admin fee / account holder | $1,389 | $6,408-78.3% | $5,614-75.3% | $11,403-87.8% |