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 | $38,101 | $85,202-55.3% | $172,739-77.9% | $72,985-47.8% |
| Participation rate | 68.8% | 70.1%-1.3pp | 82.6%-13.9pp | 69.5%-0.7pp |
| Annual return | 333.65% | 27.32%+306.3pp | 802.84%-469.2pp | 81.00%+252.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,855 | $3,260+233.0% | $5,198+108.8% | $3,607+200.9% |
| Admin fee / account holder | $783 | $5,884-86.7% | $13,954-94.4% | $5,124-84.7% |