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 8-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 | $18,230 | $84,695-78.5% | $73,843-75.3% | $125,391-85.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 2.39% | 3123.53%-3121.1pp | 2267.84%-2265.4pp | 282.22%-279.8pp |
| Employer contribution / active EE | $1,184 | $3,123-62.1% | $2,787-57.5% | $4,866-75.7% |
| Participant deferral / active EE | $1,969 | $3,992-50.7% | $3,583-45.0% | $5,352-63.2% |
| Admin fee / account holder | $17,310 | $5,691+204.2% | $4,880+254.7% | $9,540+81.4% |