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 7-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 | $39,324 | $55,415-29.0% | $155,509-74.7% | $74,495-47.2% |
| Participation rate | 61.3% | 61.9%-0.6pp | 78.2%-16.9pp | 67.2%-5.9pp |
| Annual return | 12.40% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,181 | $2,267-47.9% | $4,672-74.7% | $2,623-55.0% |
| Participant deferral / active EE | $2,229 | $2,836-21.4% | $5,626-60.4% | $4,346-48.7% |
| Admin fee / account holder | $3,809 | $1,738+119.1% | $15,912-76.1% | $1,942+96.2% |