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 5-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 | $37,021 | $102,604-63.9% | $86,188-57.0% | $139,434-73.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 24.23% | 1922.51%-1898.3pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,907 | $3,032-37.1% | $2,380-19.9% | $4,751-59.9% |
| Participant deferral / active EE | $4,401 | $4,676-5.9% | $3,985+10.4% | $6,710-34.4% |
| Admin fee / account holder | $397 | $8,657-95.4% | $6,852-94.2% | $11,403-96.5% |