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 | $34,243 | $68,097-49.7% | $62,929-45.6% | $137,256-75.1% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 18.89% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,246 | $2,811+15.5% | $2,505+29.6% | $4,156-21.9% |
| Participant deferral / active EE | $12,716 | $4,553+179.3% | $3,888+227.0% | $6,407+98.5% |
| Admin fee / account holder | $3,994 | $6,521-38.8% | $5,065-21.1% | $12,270-67.5% |