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 | $41,362 | $102,604-59.7% | $86,188-52.0% | $139,434-70.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 18.94% | 1922.51%-1903.6pp | 1168.45%-1149.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,210 | $3,032-60.1% | $2,380-49.2% | $4,751-74.5% |
| Participant deferral / active EE | $8,328 | $4,676+78.1% | $3,985+109.0% | $6,710+24.1% |
| Admin fee / account holder | $309 | $8,657-96.4% | $6,852-95.5% | $11,403-97.3% |