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 6-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 | $20,088 | $74,888-73.2% | $71,209-71.8% | $142,382-85.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 25.30% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $745 | $2,854-73.9% | $2,721-72.6% | $4,299-82.7% |
| Participant deferral / active EE | $10,350 | $4,454+132.4% | $4,175+147.9% | $6,507+59.1% |
| Admin fee / account holder | $25,301 | $5,568+354.4% | $5,349+373.0% | $12,624+100.4% |