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 | $52,085 | $76,738-32.1% | $56,411-7.7% | $145,922-64.3% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.6pp | 80.3%-43.4pp |
| Annual return | 16.31% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $673 | $1,380-51.2% | $1,039-35.2% | $4,660-85.6% |
| Participant deferral / active EE | $2,955 | $2,623+12.7% | $1,952+51.4% | $6,688-55.8% |
| Admin fee / account holder | $1,393 | $3,334-58.2% | $2,829-50.7% | $13,397-89.6% |