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 | $6,500 | $76,738-91.5% | $56,411-88.5% | $145,922-95.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 6.61% | 2994.23%-2987.6pp | 1701.33%-1694.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $332 | $1,380-75.9% | $1,039-68.0% | $4,660-92.9% |
| Participant deferral / active EE | $637 | $2,623-75.7% | $1,952-67.4% | $6,688-90.5% |
| Admin fee / account holder | $1,349 | $3,334-59.5% | $2,829-52.3% | $13,397-89.9% |