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 | $13,623 | $100,852-86.5% | $90,404-84.9% | $158,922-91.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 51.68% | 1724.20%-1672.5pp | 1293.02%-1241.3pp | 302.83%-251.1pp |
| Employer contribution / active EE | $1,254 | $3,689-66.0% | $3,262-61.6% | $4,761-73.7% |
| Participant deferral / active EE | $4,973 | $4,348+14.4% | $3,963+25.5% | $5,982-16.9% |
| Admin fee / account holder | $546 | $6,501-91.6% | $5,611-90.3% | $11,246-95.1% |