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 | $48,899 | $100,852-51.5% | $90,404-45.9% | $158,922-69.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 32.65% | 1724.20%-1691.5pp | 1293.02%-1260.4pp | 302.83%-270.2pp |
| Employer contribution / active EE | $4,325 | $3,689+17.3% | $3,262+32.6% | $4,761-9.2% |
| Participant deferral / active EE | $3,175 | $4,348-27.0% | $3,963-19.9% | $5,982-46.9% |
| Admin fee / account holder | $337 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |