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 | $69,837 | $100,852-30.8% | $90,404-22.7% | $158,922-56.1% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 48.66% | 1724.20%-1675.5pp | 1293.02%-1244.4pp | 302.83%-254.2pp |
| Employer contribution / active EE | $1,326 | $3,689-64.1% | $3,262-59.4% | $4,761-72.2% |
| Participant deferral / active EE | $8,691 | $4,348+99.9% | $3,963+119.3% | $5,982+45.3% |
| Admin fee / account holder | $721 | $6,501-88.9% | $5,611-87.1% | $11,246-93.6% |