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 3-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 | $26,935 | $158,398-83.0% | $126,539-78.7% | $142,382-81.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 4982.77% | 593.76%+4389.0pp | 425.95%+4556.8pp | 217.08%+4765.7pp |
| Employer contribution / active EE | $634 | $4,650-86.4% | $3,674-82.7% | $4,299-85.2% |
| Participant deferral / active EE | $5,921 | $4,767+24.2% | $4,083+45.0% | $6,507-9.0% |
| Admin fee / account holder | $310 | $6,918-95.5% | $6,065-94.9% | $12,624-97.5% |