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 | $26,857 | $76,738-65.0% | $56,411-52.4% | $145,922-81.6% |
| Participation rate | 47.1% | 63.2%-16.2pp | 52.5%-5.4pp | 80.3%-33.2pp |
| Annual return | 13.68% | 2994.23%-2980.5pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $704 | $1,380-49.0% | $1,039-32.2% | $4,660-84.9% |
| Participant deferral / active EE | $2,974 | $2,623+13.4% | $1,952+52.4% | $6,688-55.5% |
| Admin fee / account holder | $1,749 | $3,334-47.5% | $2,829-38.2% | $13,397-86.9% |