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 | $34,790 | $95,561-63.6% | $77,163-54.9% | $139,434-75.0% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 151.11% | 54.92%+96.2pp | 37.87%+113.2pp | 372.94%-221.8pp |
| Employer contribution / active EE | $1,226 | $3,147-61.0% | $2,535-51.6% | $4,751-74.2% |
| Participant deferral / active EE | $2,076 | $4,624-55.1% | $3,833-45.8% | $6,710-69.1% |
| Admin fee / account holder | $321 | $8,295-96.1% | $5,472-94.1% | $11,403-97.2% |