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 | $26,201 | $72,400-63.8% | $67,502-61.2% | $145,922-82.0% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 11.49% | 7182.46%-7171.0pp | 3512.12%-3500.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,615 | $3,069-47.4% | $2,731-40.9% | $4,660-65.3% |
| Participant deferral / active EE | $2,019 | $4,783-57.8% | $4,000-49.5% | $6,688-69.8% |
| Admin fee / account holder | $350 | $5,539-93.7% | $3,998-91.2% | $13,397-97.4% |