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 | $35,885 | $109,817-67.3% | $98,442-63.5% | $167,490-78.6% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 629.13% | 1956.69%-1327.6pp | 1492.73%-863.6pp | 478.56%+150.6pp |
| Employer contribution / active EE | $249 | $3,224-92.3% | $2,960-91.6% | $4,837-94.9% |
| Participant deferral / active EE | $4,880 | $4,673+4.4% | $4,276+14.1% | $6,341-23.0% |
| Admin fee / account holder | $737 | $6,753-89.1% | $5,949-87.6% | $12,309-94.0% |