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 10-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 | $40,019 | $72,400-44.7% | $67,502-40.7% | $145,922-72.6% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 15.84% | 7182.46%-7166.6pp | 3512.12%-3496.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $391 | $3,069-87.3% | $2,731-85.7% | $4,660-91.6% |
| Participant deferral / active EE | $8,526 | $4,783+78.3% | $4,000+113.2% | $6,688+27.5% |
| Admin fee / account holder | $8,345 | $5,539+50.7% | $3,998+108.8% | $13,397-37.7% |