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 | $75,508 | $88,751-14.9% | $81,812-7.7% | $145,922-48.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 10.35% | 1025.40%-1015.1pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,041 | $3,083-66.2% | $2,912-64.3% | $4,660-77.7% |
| Participant deferral / active EE | $4,449 | $4,643-4.2% | $4,319+3.0% | $6,688-33.5% |
| Admin fee / account holder | $2,534 | $8,415-69.9% | $7,386-65.7% | $13,397-81.1% |