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 | $51,578 | $102,604-49.7% | $86,188-40.2% | $139,434-63.0% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.0%-50.8pp | 80.3%-62.1pp |
| Annual return | 24.64% | 1922.51%-1897.9pp | 1168.45%-1143.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,415 | $3,032-53.4% | $2,380-40.6% | $4,751-70.2% |
| Participant deferral / active EE | $2,264 | $4,676-51.6% | $3,985-43.2% | $6,710-66.3% |
| Admin fee / account holder | $777 | $8,657-91.0% | $6,852-88.7% | $11,403-93.2% |