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 8-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 | $43,932 | $76,738-42.8% | $56,411-22.1% | $145,922-69.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 10.22% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $735 | $1,380-46.8% | $1,039-29.3% | $4,660-84.2% |
| Participant deferral / active EE | $3,622 | $2,623+38.1% | $1,952+85.6% | $6,688-45.8% |
| Admin fee / account holder | $1,186 | $3,334-64.4% | $2,829-58.1% | $13,397-91.1% |