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 | $9,821 | $72,400-86.4% | $67,502-85.5% | $145,922-93.3% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 15.54% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,738 | $3,069-43.4% | $2,731-36.4% | $4,660-62.7% |
| Participant deferral / active EE | $2,324 | $4,783-51.4% | $4,000-41.9% | $6,688-65.2% |
| Admin fee / account holder | $588 | $5,539-89.4% | $3,998-85.3% | $13,397-95.6% |