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 4-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 | $43,226 | $99,020-56.3% | $86,590-50.1% | $147,584-70.7% |
| Participation rate | 13.6% | 76.3%-62.7pp | 73.5%-59.9pp | 82.8%-69.2pp |
| Annual return | 14.06% | 1312.34%-1298.3pp | 964.84%-950.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $7,780 | $3,132+148.4% | $2,839+174.0% | $4,876+59.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $398,702 | $5,710+6882.2% | $4,906+8027.4% | $10,885+3562.8% |