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 | $12,236 | $81,625-85.0% | $58,482-79.1% | $139,434-91.2% |
| Participation rate | 54.2% | 61.3%-7.2pp | 50.9%+3.3pp | 80.3%-26.2pp |
| Annual return | 19.84% | 7404.20%-7384.4pp | 4239.32%-4219.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $356 | $1,398-74.6% | $1,053-66.2% | $4,751-92.5% |
| Participant deferral / active EE | $451 | $2,557-82.4% | $1,924-76.6% | $6,710-93.3% |
| Admin fee / account holder | $648 | $3,265-80.2% | $2,516-74.3% | $11,403-94.3% |