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 | $65,131 | $76,738-15.1% | $56,411+15.5% | $145,922-55.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 9.27% | 2994.23%-2985.0pp | 1701.33%-1692.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,124 | $1,380-18.6% | $1,039+8.2% | $4,660-75.9% |
| Participant deferral / active EE | $8,844 | $2,623+237.2% | $1,952+353.1% | $6,688+32.2% |
| Admin fee / account holder | $606 | $3,334-81.8% | $2,829-78.6% | $13,397-95.5% |