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 | $21,252 | $70,606-69.9% | $53,898-60.6% | $142,382-85.1% |
| Participation rate | 38.9% | 63.7%-24.8pp | 55.0%-16.1pp | 80.1%-41.2pp |
| Annual return | 14.84% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $354 | $1,202-70.6% | $932-62.1% | $4,299-91.8% |
| Participant deferral / active EE | $2,055 | $2,364-13.1% | $1,826+12.5% | $6,507-68.4% |
| Admin fee / account holder | $2,807 | $2,852-1.6% | $2,491+12.7% | $12,624-77.8% |