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 | $65,477 | $88,710-26.2% | $81,783-19.9% | $145,959-55.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 17.05% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $961 | $3,083-68.8% | $2,913-67.0% | $4,661-79.4% |
| Participant deferral / active EE | $1,930 | $4,645-58.4% | $4,320-55.3% | $6,689-71.1% |
| Admin fee / account holder | $26,597 | $8,407+216.4% | $7,380+260.4% | $13,398+98.5% |