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 | $32,541 | $104,486-68.9% | $76,817-57.6% | $152,861-78.7% |
| Participation rate | 30.8% | 76.6%-45.8pp | 72.1%-41.3pp | 82.4%-51.7pp |
| Annual return | 30.76% | 1013.37%-982.6pp | 1166.11%-1135.3pp | 345.32%-314.6pp |
| Employer contribution / active EE | $2,065 | $3,116-33.7% | $2,302-10.3% | $4,762-56.6% |
| Participant deferral / active EE | $3,591 | $4,236-15.2% | $3,336+7.6% | $5,850-38.6% |
| Admin fee / account holder | $307 | $12,275-97.5% | $6,420-95.2% | $11,596-97.4% |