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 | $31,942 | $80,812-60.5% | $160,784-80.1% | $82,448-61.3% |
| Participation rate | 37.0% | 66.2%-29.2pp | 77.0%-39.9pp | 68.1%-31.0pp |
| Annual return | 17.42% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $962 | $2,174-55.7% | $3,733-74.2% | $2,551-62.3% |
| Participant deferral / active EE | $3,291 | $4,335-24.1% | $6,293-47.7% | $4,139-20.5% |
| Admin fee / account holder | $5,360 | $7,695-30.4% | $9,717-44.8% | $7,234-25.9% |