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 | $13,116 | $72,400-81.9% | $67,502-80.6% | $145,922-91.0% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 15.73% | 7182.46%-7166.7pp | 3512.12%-3496.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $693 | $3,069-77.4% | $2,731-74.6% | $4,660-85.1% |
| Participant deferral / active EE | $1,232 | $4,783-74.2% | $4,000-69.2% | $6,688-81.6% |
| Admin fee / account holder | $1,399 | $5,539-74.7% | $3,998-65.0% | $13,397-89.6% |