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 | $23,367 | $72,400-67.7% | $67,502-65.4% | $145,922-84.0% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 18.63% | 7182.46%-7163.8pp | 3512.12%-3493.5pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,499 | $3,069-18.6% | $2,731-8.5% | $4,660-46.4% |
| Participant deferral / active EE | $4,755 | $4,783-0.6% | $4,000+18.9% | $6,688-28.9% |
| Admin fee / account holder | $2,599 | $5,539-53.1% | $3,998-35.0% | $13,397-80.6% |