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 | $28,490 | $102,604-72.2% | $86,188-66.9% | $139,434-79.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 13.17% | 1922.51%-1909.3pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $775 | $3,032-74.4% | $2,380-67.4% | $4,751-83.7% |
| Participant deferral / active EE | $4,315 | $4,676-7.7% | $3,985+8.3% | $6,710-35.7% |
| Admin fee / account holder | $413 | $8,657-95.2% | $6,852-94.0% | $11,403-96.4% |