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 | $15,933 | $72,400-78.0% | $67,502-76.4% | $145,922-89.1% |
| Participation rate | 22.2% | 76.9%-54.6pp | 72.9%-50.7pp | 80.3%-58.1pp |
| Annual return | 17.66% | 7182.46%-7164.8pp | 3512.12%-3494.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $882 | $4,783-81.6% | $4,000-78.0% | $6,688-86.8% |
| Admin fee / account holder | $356 | $5,539-93.6% | $3,998-91.1% | $13,397-97.3% |