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 | $13,263 | $102,604-87.1% | $86,188-84.6% | $139,434-90.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 21.35% | 1922.51%-1901.2pp | 1168.45%-1147.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,676 | $3,032-44.7% | $2,380-29.6% | $4,751-64.7% |
| Participant deferral / active EE | $3,675 | $4,676-21.4% | $3,985-7.8% | $6,710-45.2% |
| Admin fee / account holder | $1,942 | $8,657-77.6% | $6,852-71.7% | $11,403-83.0% |