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 5-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 | $41,720 | $96,305-56.7% | $80,569-48.2% | $139,434-70.1% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 18.62% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,992 | $3,262-8.3% | $2,723+9.9% | $4,751-37.0% |
| Participant deferral / active EE | $7,131 | $5,232+36.3% | $4,447+60.3% | $6,710+6.3% |
| Admin fee / account holder | $2,674 | $6,599-59.5% | $5,377-50.3% | $11,403-76.5% |