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 | $51,233 | $114,381-55.2% | $107,525-52.4% | $142,382-64.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 214.50% | 242.71%-28.2pp | 181.32%+33.2pp | 217.08%-2.6pp |
| Employer contribution / active EE | $2,799 | $4,015-30.3% | $3,754-25.4% | $4,299-34.9% |
| Participant deferral / active EE | $9,430 | $5,564+69.5% | $5,116+84.3% | $6,507+44.9% |
| Admin fee / account holder | $620 | $9,860-93.7% | $8,919-93.0% | $12,624-95.1% |