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 | $53,482 | $81,625-34.5% | $58,482-8.5% | $139,434-61.6% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 20.16% | 7404.20%-7384.0pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,265 | $1,398-9.5% | $1,053+20.1% | $4,751-73.4% |
| Participant deferral / active EE | $1,994 | $2,557-22.0% | $1,924+3.7% | $6,710-70.3% |
| Admin fee / account holder | $834 | $3,265-74.5% | $2,516-66.9% | $11,403-92.7% |