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 3-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 | $35,507 | $101,317-65.0% | $146,958-75.8% | $74,495-52.3% |
| Participation rate | 49.0% | 75.5%-26.5pp | 82.2%-33.2pp | 67.2%-18.2pp |
| Annual return | 18.88% | 8730.91%-8712.0pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $2,551 | $3,810-33.0% | $4,933-48.3% | $2,623-2.7% |
| Participant deferral / active EE | $5,830 | $7,303-20.2% | $8,070-27.8% | $4,346+34.1% |
| Admin fee / account holder | $2,351 | $1,739+35.2% | $12,998-81.9% | $1,942+21.1% |