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 | $57,239 | $29,667+92.9% | $56,441+1.4% | $80,874-29.2% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 22.11% | 35.22%-13.1pp | 1704.21%-1682.1pp | 35.62%-13.5pp |
| Employer contribution / active EE | $297 | $669-55.7% | $1,039-71.5% | $2,756-89.2% |
| Participant deferral / active EE | $1,246 | $1,227+1.6% | $1,953-36.2% | $4,297-71.0% |
| Admin fee / account holder | $358 | $2,429-85.3% | $2,829-87.3% | $6,935-94.8% |