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 6-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 | $25,264 | $169,032-85.1% | $129,207-80.4% | $145,922-82.7% |
| Participation rate | 46.7% | 76.4%-29.8pp | 69.6%-22.9pp | 80.3%-33.6pp |
| Annual return | 13.02% | 14330.11%-14317.1pp | 9417.33%-9404.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,294 | $5,537-76.6% | $4,153-68.8% | $4,660-72.2% |
| Participant deferral / active EE | $3,173 | $4,987-36.4% | $4,168-23.9% | $6,688-52.6% |
| Admin fee / account holder | $3,168 | $9,954-68.2% | $7,715-58.9% | $13,397-76.4% |