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 | $20,028 | $83,902-76.1% | $167,512-88.0% | $84,808-76.4% |
| Participation rate | 58.1% | 66.5%-8.3pp | 77.1%-18.9pp | 68.3%-10.2pp |
| Annual return | 19.08% | 91.55%-72.5pp | 1615.79%-1596.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $724 | $2,264-68.0% | $3,882-81.4% | $2,631-72.5% |
| Participant deferral / active EE | $3,118 | $4,442-29.8% | $6,405-51.3% | $4,212-26.0% |
| Admin fee / account holder | $6,775 | $7,915-14.4% | $9,769-30.6% | $7,344-7.7% |