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 | $34,180 | $102,604-66.7% | $86,188-60.3% | $139,434-75.5% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | 25.15% | 1922.51%-1897.4pp | 1168.45%-1143.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,177 | $3,032-61.2% | $2,380-50.5% | $4,751-75.2% |
| Participant deferral / active EE | $3,090 | $4,676-33.9% | $3,985-22.5% | $6,710-54.0% |
| Admin fee / account holder | $1,921 | $8,657-77.8% | $6,852-72.0% | $11,403-83.2% |