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 | $52,967 | $76,738-31.0% | $56,411-6.1% | $145,922-63.7% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 18.34% | 2994.23%-2975.9pp | 1701.33%-1683.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,465 | $1,380+6.2% | $1,039+41.1% | $4,660-68.6% |
| Participant deferral / active EE | $4,375 | $2,623+66.8% | $1,952+124.1% | $6,688-34.6% |
| Admin fee / account holder | $476 | $3,334-85.7% | $2,829-83.2% | $13,397-96.4% |