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 | $39,444 | $88,751-55.6% | $81,812-51.8% | $145,922-73.0% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 14.40% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,865 | $3,083-39.5% | $2,912-36.0% | $4,660-60.0% |
| Participant deferral / active EE | $4,918 | $4,643+5.9% | $4,319+13.9% | $6,688-26.5% |
| Admin fee / account holder | $10,419 | $8,415+23.8% | $7,386+41.1% | $13,397-22.2% |