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 | $83,582 | $96,305-13.2% | $80,569+3.7% | $139,434-40.1% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 25.12% | 1350.08%-1325.0pp | 935.43%-910.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,660 | $3,262-49.1% | $2,723-39.1% | $4,751-65.1% |
| Participant deferral / active EE | $8,068 | $5,232+54.2% | $4,447+81.4% | $6,710+20.2% |
| Admin fee / account holder | $793 | $6,599-88.0% | $5,377-85.2% | $11,403-93.0% |