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 4-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 | $42,526 | $76,738-44.6% | $56,411-24.6% | $145,922-70.9% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 9.95% | 2994.23%-2984.3pp | 1701.33%-1691.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $311 | $1,380-77.5% | $1,039-70.1% | $4,660-93.3% |
| Participant deferral / active EE | $2,002 | $2,623-23.7% | $1,952+2.5% | $6,688-70.1% |
| Admin fee / account holder | $1,004 | $3,334-69.9% | $2,829-64.5% | $13,397-92.5% |