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 6-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 | $38,898 | $76,738-49.3% | $56,411-31.0% | $145,922-73.3% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 106.67% | 2994.23%-2887.6pp | 1701.33%-1594.7pp | 561.29%-454.6pp |
| Employer contribution / active EE | $1,274 | $1,380-7.6% | $1,039+22.7% | $4,660-72.7% |
| Participant deferral / active EE | $5,881 | $2,623+124.3% | $1,952+201.3% | $6,688-12.1% |
| Admin fee / account holder | $1,143 | $3,334-65.7% | $2,829-59.6% | $13,397-91.5% |