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 | $39,615 | $83,902-52.8% | $167,512-76.4% | $84,808-53.3% |
| Participation rate | 51.9% | 66.5%-14.6pp | 77.1%-25.2pp | 68.3%-16.5pp |
| Annual return | 14.71% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,406 | $2,264-37.9% | $3,882-63.8% | $2,631-46.5% |
| Participant deferral / active EE | $3,257 | $4,442-26.7% | $6,405-49.1% | $4,212-22.7% |
| Admin fee / account holder | $2,087 | $7,915-73.6% | $9,769-78.6% | $7,344-71.6% |