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 8-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 | $29,558 | $81,625-63.8% | $58,482-49.5% | $139,434-78.8% |
| Participation rate | 14.3% | 61.3%-47.0pp | 50.9%-36.6pp | 80.3%-66.0pp |
| Annual return | 21.02% | 7404.20%-7383.2pp | 4239.32%-4218.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $271 | $1,398-80.6% | $1,053-74.3% | $4,751-94.3% |
| Participant deferral / active EE | $1,889 | $2,557-26.1% | $1,924-1.8% | $6,710-71.8% |
| Admin fee / account holder | $501 | $3,265-84.7% | $2,516-80.1% | $11,403-95.6% |