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 4-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 | $35,761 | $76,785-53.4% | $56,441-36.6% | $145,959-75.5% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 13.85% | 3000.51%-2986.7pp | 1704.21%-1690.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $646 | $1,381-53.2% | $1,039-37.8% | $4,661-86.1% |
| Participant deferral / active EE | $1,867 | $2,624-28.8% | $1,953-4.4% | $6,689-72.1% |
| Admin fee / account holder | $1,652 | $3,334-50.5% | $2,829-41.6% | $13,398-87.7% |