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 | $14,674 | $102,966-85.7% | $90,281-83.7% | $152,861-90.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 134.03% | 95.16%+38.9pp | 78.10%+55.9pp | 345.32%-211.3pp |
| Employer contribution / active EE | $1,473 | $3,139-53.1% | $2,854-48.4% | $4,762-69.1% |
| Participant deferral / active EE | $2,119 | $4,281-50.5% | $3,885-45.5% | $5,850-63.8% |
| Admin fee / account holder | $526 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |