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 8-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 | $24,889 | $55,415-55.1% | $155,509-84.0% | $74,495-66.6% |
| Participation rate | 44.1% | 61.9%-17.8pp | 78.2%-34.1pp | 67.2%-23.1pp |
| Annual return | 12.27% | 268.50%-256.2pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $838 | $2,267-63.0% | $4,672-82.1% | $2,623-68.0% |
| Participant deferral / active EE | $2,410 | $2,836-15.0% | $5,626-57.2% | $4,346-44.5% |
| Admin fee / account holder | $2,432 | $1,738+39.9% | $15,912-84.7% | $1,942+25.3% |