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 8-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 | $27,075 | $103,376-73.8% | $87,100-68.9% | $152,861-82.3% |
| Participation rate | 42.1% | 79.3%-37.2pp | 76.9%-34.8pp | 82.4%-40.3pp |
| Annual return | 511.67% | 28.10%+483.6pp | 28.19%+483.5pp | 345.32%+166.3pp |
| Employer contribution / active EE | $1,056 | $3,220-67.2% | $2,521-58.1% | $4,762-77.8% |
| Participant deferral / active EE | $1,560 | $4,778-67.3% | $4,049-61.5% | $5,850-73.3% |
| Admin fee / account holder | $1,241 | $12,205-89.8% | $7,497-83.4% | $11,596-89.3% |