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 | $52,953 | $88,751-40.3% | $81,812-35.3% | $145,922-63.7% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.3%-42.3pp | 80.3%-50.3pp |
| Annual return | 9.61% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $965 | $3,083-68.7% | $2,912-66.9% | $4,660-79.3% |
| Participant deferral / active EE | $3,974 | $4,643-14.4% | $4,319-8.0% | $6,688-40.6% |
| Admin fee / account holder | $378 | $8,415-95.5% | $7,386-94.9% | $13,397-97.2% |