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 4-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 | $35,673 | $106,515-66.5% | $96,683-63.1% | $139,434-74.4% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 2699.19% | 38.43%+2660.8pp | 35.69%+2663.5pp | 372.94%+2326.2pp |
| Employer contribution / active EE | $1,716 | $4,103-58.2% | $3,737-54.1% | $4,751-63.9% |
| Participant deferral / active EE | $2,929 | $5,454-46.3% | $4,878-40.0% | $6,710-56.3% |
| Admin fee / account holder | $6,923 | $7,877-12.1% | $6,730+2.9% | $11,403-39.3% |