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 | $7,113 | $72,400-90.2% | $67,502-89.5% | $145,922-95.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 10.01% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,887 | $3,069-38.5% | $2,731-30.9% | $4,660-59.5% |
| Participant deferral / active EE | $2,255 | $4,783-52.9% | $4,000-43.6% | $6,688-66.3% |
| Admin fee / account holder | $6,560 | $5,539+18.4% | $3,998+64.1% | $13,397-51.0% |