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 10-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 | $44,307 | $84,695-47.7% | $73,843-40.0% | $125,391-64.7% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | 283.26% | 3123.53%-2840.3pp | 2267.84%-1984.6pp | 282.22%+1.0pp |
| Employer contribution / active EE | $4,617 | $3,123+47.8% | $2,787+65.6% | $4,866-5.1% |
| Participant deferral / active EE | $2,716 | $3,992-32.0% | $3,583-24.2% | $5,352-49.3% |
| Admin fee / account holder | $534 | $5,691-90.6% | $4,880-89.1% | $9,540-94.4% |