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 | $33,984 | $76,738-55.7% | $56,411-39.8% | $145,922-76.7% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 12.38% | 2994.23%-2981.8pp | 1701.33%-1689.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $240 | $1,380-82.6% | $1,039-76.9% | $4,660-94.9% |
| Participant deferral / active EE | $1,050 | $2,623-60.0% | $1,952-46.2% | $6,688-84.3% |
| Admin fee / account holder | $3,551 | $3,334+6.5% | $2,829+25.5% | $13,397-73.5% |