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 6-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 | $31,820 | $88,751-64.1% | $81,812-61.1% | $145,922-78.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.00% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,445 | $3,083-53.1% | $2,912-50.4% | $4,660-69.0% |
| Participant deferral / active EE | $2,886 | $4,643-37.8% | $4,319-33.2% | $6,688-56.8% |
| Admin fee / account holder | $441 | $8,415-94.8% | $7,386-94.0% | $13,397-96.7% |