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 | $46,646 | $76,738-39.2% | $56,411-17.3% | $145,922-68.0% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 14.64% | 2994.23%-2979.6pp | 1701.33%-1686.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $283 | $1,380-79.5% | $1,039-72.7% | $4,660-93.9% |
| Participant deferral / active EE | $1,238 | $2,623-52.8% | $1,952-36.6% | $6,688-81.5% |
| Admin fee / account holder | $2,975 | $3,334-10.8% | $2,829+5.2% | $13,397-77.8% |