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 3-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 | $53,774 | $76,738-29.9% | $56,411-4.7% | $145,922-63.1% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.92% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $807 | $1,380-41.5% | $1,039-22.3% | $4,660-82.7% |
| Participant deferral / active EE | $2,582 | $2,623-1.5% | $1,952+32.3% | $6,688-61.4% |
| Admin fee / account holder | $7,607 | $3,334+128.2% | $2,829+168.9% | $13,397-43.2% |