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 | $68,671 | $76,738-10.5% | $56,411+21.7% | $145,922-52.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 15.76% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $531 | $1,380-61.5% | $1,039-48.8% | $4,660-88.6% |
| Participant deferral / active EE | $1,205 | $2,623-54.1% | $1,952-38.3% | $6,688-82.0% |
| Admin fee / account holder | $461 | $3,334-86.2% | $2,829-83.7% | $13,397-96.6% |