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 | $40,811 | $102,604-60.2% | $86,188-52.6% | $139,434-70.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 15.78% | 1922.51%-1906.7pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $808 | $3,032-73.3% | $2,380-66.0% | $4,751-83.0% |
| Participant deferral / active EE | $8,608 | $4,676+84.1% | $3,985+116.0% | $6,710+28.3% |
| Admin fee / account holder | $321 | $8,657-96.3% | $6,852-95.3% | $11,403-97.2% |