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 7-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 | $30,922 | $81,625-62.1% | $58,482-47.1% | $139,434-77.8% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 14.75% | 7404.20%-7389.4pp | 4239.32%-4224.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $886 | $1,398-36.6% | $1,053-15.9% | $4,751-81.4% |
| Participant deferral / active EE | $886 | $2,557-65.3% | $1,924-53.9% | $6,710-86.8% |
| Admin fee / account holder | $1,103 | $3,265-66.2% | $2,516-56.2% | $11,403-90.3% |