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 6-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 | $18,177 | $81,625-77.7% | $58,482-68.9% | $139,434-87.0% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 17.26% | 7404.20%-7386.9pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $956 | $1,398-31.6% | $1,053-9.3% | $4,751-79.9% |
| Participant deferral / active EE | $2,712 | $2,557+6.1% | $1,924+41.0% | $6,710-59.6% |
| Admin fee / account holder | $691 | $3,265-78.8% | $2,516-72.5% | $11,403-93.9% |