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 | $72,952 | $76,738-4.9% | $56,411+29.3% | $145,922-50.0% |
| Participation rate | 8.7% | 63.2%-54.5pp | 52.5%-43.8pp | 80.3%-71.6pp |
| Annual return | 7.22% | 2994.23%-2987.0pp | 1701.33%-1694.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $99 | $1,380-92.8% | $1,039-90.4% | $4,660-97.9% |
| Participant deferral / active EE | $1,290 | $2,623-50.8% | $1,952-33.9% | $6,688-80.7% |
| Admin fee / account holder | $2,304 | $3,334-30.9% | $2,829-18.6% | $13,397-82.8% |