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 3-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 | $40,216 | $180,749-77.8% | $160,784-75.0% | $137,256-70.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 15.57% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,689 | $4,155-59.4% | $3,733-54.8% | $4,156-59.4% |
| Participant deferral / active EE | $7,743 | $6,844+13.1% | $6,293+23.0% | $6,407+20.9% |
| Admin fee / account holder | $365 | $10,397-96.5% | $9,717-96.2% | $12,270-97.0% |