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 7-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 | $15,979 | $108,172-85.2% | $77,482-79.4% | $158,922-89.9% |
| Participation rate | 26.1% | 64.4%-38.3pp | 54.2%-28.1pp | 82.0%-55.9pp |
| Annual return | 45.40% | 31.67%+13.7pp | 54.79%-9.4pp | 302.83%-257.4pp |
| Employer contribution / active EE | $229 | $1,325-82.7% | $986-76.8% | $4,761-95.2% |
| Participant deferral / active EE | $1,866 | $2,456-24.0% | $1,861+0.3% | $5,982-68.8% |
| Admin fee / account holder | $507 | $3,708-86.3% | $2,858-82.3% | $11,246-95.5% |