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 | $13,358 | $72,400-81.6% | $67,502-80.2% | $145,922-90.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.16% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $768 | $3,069-75.0% | $2,731-71.9% | $4,660-83.5% |
| Participant deferral / active EE | $1,961 | $4,783-59.0% | $4,000-51.0% | $6,688-70.7% |
| Admin fee / account holder | $4,179 | $5,539-24.6% | $3,998+4.5% | $13,397-68.8% |