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 | $147,795 | $72,400+104.1% | $67,502+118.9% | $145,922+1.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 25.33% | 7182.46%-7157.1pp | 3512.12%-3486.8pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,500 | $3,069-51.1% | $2,731-45.1% | $4,660-67.8% |
| Participant deferral / active EE | $11,382 | $4,783+138.0% | $4,000+184.6% | $6,688+70.2% |
| Admin fee / account holder | $656 | $5,539-88.2% | $3,998-83.6% | $13,397-95.1% |