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 | $5,703 | $149,040-96.2% | $120,225-95.3% | $137,256-95.8% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 20.05% | 605.68%-585.6pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,312 | $4,350-69.8% | $3,475-62.3% | $4,156-68.4% |
| Participant deferral / active EE | $1,569 | $4,655-66.3% | $3,999-60.8% | $6,407-75.5% |
| Admin fee / account holder | $364 | $6,348-94.3% | $5,696-93.6% | $12,270-97.0% |