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 | $79,444 | $180,749-56.0% | $160,784-50.6% | $137,256-42.1% |
| Participation rate | 55.0% | 80.0%-25.0pp | 77.0%-22.0pp | 80.0%-25.0pp |
| Annual return | 11.82% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,661 | $4,155-60.0% | $3,733-55.5% | $4,156-60.0% |
| Participant deferral / active EE | $4,109 | $6,844-40.0% | $6,293-34.7% | $6,407-35.9% |
| Admin fee / account holder | $1,140 | $10,397-89.0% | $9,717-88.3% | $12,270-90.7% |