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 5-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 | $6,906 | $76,738-91.0% | $56,411-87.8% | $145,922-95.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.41% | 2994.23%-2978.8pp | 1701.33%-1685.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $980 | $1,380-29.0% | $1,039-5.6% | $4,660-79.0% |
| Participant deferral / active EE | $790 | $2,623-69.9% | $1,952-59.5% | $6,688-88.2% |
| Admin fee / account holder | $741 | $3,334-77.8% | $2,829-73.8% | $13,397-94.5% |