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 6-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 | $56,549 | $101,317-44.2% | $146,958-61.5% | $74,495-24.1% |
| Participation rate | 59.0% | 75.5%-16.5pp | 82.2%-23.1pp | 67.2%-8.2pp |
| Annual return | 25.68% | 8730.91%-8705.2pp | 418.34%-392.7pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $2,044 | $3,810-46.4% | $4,933-58.6% | $2,623-22.1% |
| Participant deferral / active EE | $7,476 | $7,303+2.4% | $8,070-7.4% | $4,346+72.0% |
| Admin fee / account holder | $1,181 | $1,739-32.1% | $12,998-90.9% | $1,942-39.2% |