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 | $45,142 | $72,277-37.5% | $101,248-55.4% | $79,858-43.5% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | 3568.11% | 22.30%+3545.8pp | 46.47%+3521.6pp | 31.71%+3536.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,691 | $3,282-48.5% | $4,370-61.3% | $3,740-54.8% |
| Admin fee / account holder | $467 | $4,400-89.4% | $5,945-92.1% | $5,306-91.2% |