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 | $37,994 | $81,625-53.5% | $58,482-35.0% | $139,434-72.8% |
| Participation rate | 29.4% | 61.3%-31.9pp | 50.9%-21.4pp | 80.3%-50.9pp |
| Annual return | 15.19% | 7404.20%-7389.0pp | 4239.32%-4224.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $313 | $1,398-77.6% | $1,053-70.3% | $4,751-93.4% |
| Participant deferral / active EE | $1,918 | $2,557-25.0% | $1,924-0.3% | $6,710-71.4% |
| Admin fee / account holder | $1,133 | $3,265-65.3% | $2,516-55.0% | $11,403-90.1% |