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 | $14,318 | $88,751-83.9% | $81,812-82.5% | $145,922-90.2% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 11.28% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $786 | $3,083-74.5% | $2,912-73.0% | $4,660-83.1% |
| Participant deferral / active EE | $3,371 | $4,643-27.4% | $4,319-21.9% | $6,688-49.6% |
| Admin fee / account holder | $2,245 | $8,415-73.3% | $7,386-69.6% | $13,397-83.2% |