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 10-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 | $21,249 | $103,949-79.6% | $69,182-69.3% | $273,961-92.2% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 1395.83% | 35.28%+1360.6pp | -21.93%+1417.8pp | 41.45%+1354.4pp |
| Employer contribution / active EE | $764 | $1,783-57.1% | $1,206-36.6% | $4,869-84.3% |
| Participant deferral / active EE | $1,952 | $2,716-28.1% | $1,897+2.9% | $5,287-63.1% |
| Admin fee / account holder | $485 | $3,671-86.8% | $2,697-82.0% | $10,132-95.2% |