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 | $37,739 | $81,625-53.8% | $58,482-35.5% | $139,434-72.9% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 15.75% | 7404.20%-7388.4pp | 4239.32%-4223.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $886 | $1,398-36.7% | $1,053-15.9% | $4,751-81.4% |
| Participant deferral / active EE | $1,523 | $2,557-40.4% | $1,924-20.9% | $6,710-77.3% |
| Admin fee / account holder | $1,114 | $3,265-65.9% | $2,516-55.7% | $11,403-90.2% |