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 | $22,940 | $68,097-66.3% | $62,929-63.5% | $137,256-83.3% |
| Participation rate | 46.2% | 77.4%-31.3pp | 73.1%-27.0pp | 80.0%-33.8pp |
| Annual return | 13.98% | 1859.11%-1845.1pp | 1063.93%-1049.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $684 | $2,811-75.7% | $2,505-72.7% | $4,156-83.5% |
| Participant deferral / active EE | $1,825 | $4,553-59.9% | $3,888-53.1% | $6,407-71.5% |
| Admin fee / account holder | $37,363 | $6,521+472.9% | $5,065+637.7% | $12,270+204.5% |