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 | $23,511 | $88,751-73.5% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 15.25% | 1025.40%-1010.2pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,961 | $3,083+60.9% | $2,912+70.4% | $4,660+6.5% |
| Participant deferral / active EE | $3,745 | $4,643-19.3% | $4,319-13.3% | $6,688-44.0% |
| Admin fee / account holder | $2,315 | $8,415-72.5% | $7,386-68.7% | $13,397-82.7% |