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 3-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 | $40,375 | $101,317-60.1% | $146,958-72.5% | $74,495-45.8% |
| Participation rate | 48.7% | 75.5%-26.8pp | 82.2%-33.5pp | 67.2%-18.5pp |
| Annual return | 23.37% | 8730.91%-8707.5pp | 418.34%-395.0pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $1,945 | $3,810-48.9% | $4,933-60.6% | $2,623-25.8% |
| Participant deferral / active EE | $5,307 | $7,303-27.3% | $8,070-34.2% | $4,346+22.1% |
| Admin fee / account holder | $1,958 | $1,739+12.6% | $12,998-84.9% | $1,942+0.8% |