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 | $5,077 | $88,751-94.3% | $81,812-93.8% | $145,922-96.5% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 16.07% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $685 | $3,083-77.8% | $2,912-76.5% | $4,660-85.3% |
| Participant deferral / active EE | $1,227 | $4,643-73.6% | $4,319-71.6% | $6,688-81.6% |
| Admin fee / account holder | $1,947 | $8,415-76.9% | $7,386-73.6% | $13,397-85.5% |