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 | $70,756-51.6% | $65,493-47.7% | $142,382-75.9% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 18.89% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,246 | $2,881+12.7% | $2,574+26.1% | $4,299-24.5% |
| Participant deferral / active EE | $12,716 | $4,637+174.2% | $3,961+221.0% | $6,507+95.4% |
| Admin fee / account holder | $3,994 | $6,559-39.1% | $5,028-20.6% | $12,624-68.4% |