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 | $19,125 | $76,738-75.1% | $56,411-66.1% | $145,922-86.9% |
| Participation rate | 45.8% | 63.2%-17.4pp | 52.5%-6.6pp | 80.3%-34.4pp |
| Annual return | 15.73% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $619 | $1,380-55.1% | $1,039-40.4% | $4,660-86.7% |
| Participant deferral / active EE | $2,084 | $2,623-20.6% | $1,952+6.7% | $6,688-68.8% |
| Admin fee / account holder | $1,197 | $3,334-64.1% | $2,829-57.7% | $13,397-91.1% |