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 | $25,414 | $106,515-76.1% | $96,683-73.7% | $139,434-81.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 95.78% | 38.43%+57.4pp | 35.69%+60.1pp | 372.94%-277.2pp |
| Employer contribution / active EE | $1,634 | $4,103-60.2% | $3,737-56.3% | $4,751-65.6% |
| Participant deferral / active EE | $2,644 | $5,454-51.5% | $4,878-45.8% | $6,710-60.6% |
| Admin fee / account holder | $3,130 | $7,877-60.3% | $6,730-53.5% | $11,403-72.5% |