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 | $14,740 | $76,738-80.8% | $56,411-73.9% | $145,922-89.9% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 44.95% | 2994.23%-2949.3pp | 1701.33%-1656.4pp | 561.29%-516.3pp |
| Employer contribution / active EE | $498 | $1,380-63.9% | $1,039-52.0% | $4,660-89.3% |
| Participant deferral / active EE | $802 | $2,623-69.4% | $1,952-58.9% | $6,688-88.0% |
| Admin fee / account holder | $648 | $3,334-80.6% | $2,829-77.1% | $13,397-95.2% |