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 | $14,615 | $169,032-91.4% | $129,207-88.7% | $145,922-90.0% |
| Participation rate | 47.1% | 76.4%-29.4pp | 69.6%-22.6pp | 80.3%-33.2pp |
| Annual return | 17.32% | 14330.11%-14312.8pp | 9417.33%-9400.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,022 | $5,537-81.5% | $4,153-75.4% | $4,660-78.1% |
| Participant deferral / active EE | $2,835 | $4,987-43.2% | $4,168-32.0% | $6,688-57.6% |
| Admin fee / account holder | $1,038 | $9,954-89.6% | $7,715-86.5% | $13,397-92.3% |