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 9-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 | $61,578 | $96,484-36.2% | $75,886-18.9% | $152,861-59.7% |
| Participation rate | 31.6% | 76.2%-44.6pp | 69.3%-37.7pp | 82.4%-50.9pp |
| Annual return | 209.26% | 33.98%+175.3pp | 30.76%+178.5pp | 345.32%-136.1pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,682 | $4,553-19.1% | $3,603+2.2% | $5,850-37.1% |
| Admin fee / account holder | $350 | $8,078-95.7% | $5,418-93.5% | $11,596-97.0% |