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 | $42,221 | $76,785-45.0% | $56,441-25.2% | $145,959-71.1% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.7pp |
| Annual return | 12.32% | 3000.51%-2988.2pp | 1704.21%-1691.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $856 | $1,381-38.0% | $1,039-17.6% | $4,661-81.6% |
| Participant deferral / active EE | $3,813 | $2,624+45.3% | $1,953+95.3% | $6,689-43.0% |
| Admin fee / account holder | $2,209 | $3,334-33.7% | $2,829-21.9% | $13,398-83.5% |