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 6-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 | $55,573 | $106,543-47.8% | $91,220-39.1% | $134,475-58.7% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-53.9pp |
| Annual return | 642.57% | 160.60%+482.0pp | 114.01%+528.6pp | 417.96%+224.6pp |
| Employer contribution / active EE | $3,111 | $3,331-6.6% | $2,850+9.1% | $4,740-34.4% |
| Participant deferral / active EE | $2,115 | $4,719-55.2% | $4,234-50.0% | $6,400-67.0% |
| Admin fee / account holder | $2,517 | $6,231-59.6% | $5,420-53.6% | $11,426-78.0% |