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 | $39,410 | $68,097-42.1% | $62,929-37.4% | $137,256-71.3% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 19.89% | 1859.11%-1839.2pp | 1063.93%-1044.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $797 | $2,811-71.6% | $2,505-68.2% | $4,156-80.8% |
| Participant deferral / active EE | $3,215 | $4,553-29.4% | $3,888-17.3% | $6,407-49.8% |
| Admin fee / account holder | $1,797 | $6,521-72.4% | $5,065-64.5% | $12,270-85.4% |