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 7-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 | $51,210 | $76,738-33.3% | $56,411-9.2% | $145,922-64.9% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 12.15% | 2994.23%-2982.1pp | 1701.33%-1689.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,143 | $1,380-17.2% | $1,039+10.1% | $4,660-75.5% |
| Participant deferral / active EE | $6,039 | $2,623+130.3% | $1,952+209.4% | $6,688-9.7% |
| Admin fee / account holder | $3,346 | $3,334+0.4% | $2,829+18.3% | $13,397-75.0% |