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 5-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 | $33,872 | $76,738-55.9% | $56,411-40.0% | $145,922-76.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 6.90% | 2994.23%-2987.3pp | 1701.33%-1694.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $732 | $1,380-47.0% | $1,039-29.6% | $4,660-84.3% |
| Participant deferral / active EE | $3,380 | $2,623+28.9% | $1,952+73.2% | $6,688-49.5% |
| Admin fee / account holder | $386 | $3,334-88.4% | $2,829-86.3% | $13,397-97.1% |