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 9-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 | $66,935 | $81,625-18.0% | $58,482+14.5% | $139,434-52.0% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 17.69% | 7404.20%-7386.5pp | 4239.32%-4221.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,543 | $1,398+10.4% | $1,053+46.5% | $4,751-67.5% |
| Participant deferral / active EE | $6,443 | $2,557+152.0% | $1,924+234.9% | $6,710-4.0% |
| Admin fee / account holder | $1,405 | $3,265-57.0% | $2,516-44.1% | $11,403-87.7% |