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 | $13,742 | $81,625-83.2% | $58,482-76.5% | $139,434-90.1% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 18.21% | 7404.20%-7386.0pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $629 | $1,398-55.0% | $1,053-40.3% | $4,751-86.8% |
| Participant deferral / active EE | $1,368 | $2,557-46.5% | $1,924-28.9% | $6,710-79.6% |
| Admin fee / account holder | $1,743 | $3,265-46.6% | $2,516-30.7% | $11,403-84.7% |