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 | $37,732 | $76,738-50.8% | $56,411-33.1% | $145,922-74.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 10.49% | 2994.23%-2983.7pp | 1701.33%-1690.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,312 | $1,380-4.9% | $1,039+26.4% | $4,660-71.8% |
| Participant deferral / active EE | $2,846 | $2,623+8.5% | $1,952+45.8% | $6,688-57.4% |
| Admin fee / account holder | $9,601 | $3,334+188.0% | $2,829+239.4% | $13,397-28.3% |