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 | $42,205 | $30,400+38.8% | $53,898-21.7% | $84,808-50.2% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 19.17% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,182 | $603+96.1% | $932+26.8% | $2,631-55.1% |
| Participant deferral / active EE | $2,470 | $1,199+106.1% | $1,826+35.2% | $4,212-41.4% |
| Admin fee / account holder | $808 | $1,993-59.5% | $2,491-67.6% | $7,344-89.0% |