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 | $25,404 | $169,032-85.0% | $129,207-80.3% | $145,922-82.6% |
| Participation rate | 53.8% | 76.4%-22.6pp | 69.6%-15.8pp | 80.3%-26.4pp |
| Annual return | 10.08% | 14330.11%-14320.0pp | 9417.33%-9407.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $829 | $5,537-85.0% | $4,153-80.0% | $4,660-82.2% |
| Participant deferral / active EE | $3,287 | $4,987-34.1% | $4,168-21.1% | $6,688-50.9% |
| Admin fee / account holder | $4,951 | $9,954-50.3% | $7,715-35.8% | $13,397-63.0% |