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 10-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 | $24,892 | $55,415-55.1% | $155,509-84.0% | $74,495-66.6% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.6pp | 67.2%-4.6pp |
| Annual return | 11.86% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,035 | $2,267-54.3% | $4,672-77.8% | $2,623-60.5% |
| Participant deferral / active EE | $1,156 | $2,836-59.2% | $5,626-79.5% | $4,346-73.4% |
| Admin fee / account holder | $1,064 | $1,738-38.8% | $15,912-93.3% | $1,942-45.2% |