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 | $30,572 | $72,400-57.8% | $67,502-54.7% | $145,922-79.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.01% | 7182.46%-7168.5pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,360 | $3,069-55.7% | $2,731-50.2% | $4,660-70.8% |
| Participant deferral / active EE | $4,535 | $4,783-5.2% | $4,000+13.4% | $6,688-32.2% |
| Admin fee / account holder | $1,433 | $5,539-74.1% | $3,998-64.2% | $13,397-89.3% |