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 4-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 | $61,680 | $102,604-39.9% | $86,188-28.4% | $139,434-55.8% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 17.12% | 1922.51%-1905.4pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,586 | $3,032-47.7% | $2,380-33.4% | $4,751-66.6% |
| Participant deferral / active EE | $5,034 | $4,676+7.7% | $3,985+26.3% | $6,710-25.0% |
| Admin fee / account holder | $20,194 | $8,657+133.3% | $6,852+194.7% | $11,403+77.1% |