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 | $31,089 | $81,625-61.9% | $58,482-46.8% | $139,434-77.7% |
| Participation rate | 55.6% | 61.3%-5.8pp | 50.9%+4.7pp | 80.3%-24.8pp |
| Annual return | 18.72% | 7404.20%-7385.5pp | 4239.32%-4220.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $577 | $1,398-58.8% | $1,053-45.3% | $4,751-87.9% |
| Participant deferral / active EE | $2,483 | $2,557-2.9% | $1,924+29.1% | $6,710-63.0% |
| Admin fee / account holder | $534 | $3,265-83.6% | $2,516-78.8% | $11,403-95.3% |