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 8-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 | $29,319 | $52,450-44.1% | $129,295-77.3% | $74,546-60.7% |
| Participation rate | 34.8% | 53.8%-19.1pp | 69.6%-34.8pp | 67.2%-32.4pp |
| Annual return | 13.89% | 15.65%-1.8pp | 9429.28%-9415.4pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,056 | $1,532-31.1% | $4,157-74.6% | $2,624-59.8% |
| Participant deferral / active EE | $1,843 | $2,797-34.1% | $4,169-55.8% | $4,347-57.6% |
| Admin fee / account holder | $1,592 | $2,636-39.6% | $7,665-79.2% | $1,944-18.1% |