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 | $14,686 | $72,396-79.7% | $67,511-78.2% | $145,959-89.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 10.34% | 7194.07%-7183.7pp | 3517.41%-3507.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,474 | $3,071-52.0% | $2,733-46.1% | $4,661-68.4% |
| Participant deferral / active EE | $3,786 | $4,781-20.8% | $4,000-5.4% | $6,689-43.4% |
| Admin fee / account holder | $13,082 | $5,538+136.2% | $3,999+227.2% | $13,398-2.4% |