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 | $43,350 | $76,738-43.5% | $56,411-23.2% | $145,922-70.3% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 7.76% | 2994.23%-2986.5pp | 1701.33%-1693.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,338 | $1,380-3.0% | $1,039+28.9% | $4,660-71.3% |
| Participant deferral / active EE | $3,676 | $2,623+40.2% | $1,952+88.3% | $6,688-45.0% |
| Admin fee / account holder | $913 | $3,334-72.6% | $2,829-67.7% | $13,397-93.2% |