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 | $26,910 | $76,738-64.9% | $56,411-52.3% | $145,922-81.6% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 18.59% | 2994.23%-2975.6pp | 1701.33%-1682.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $760 | $1,380-44.9% | $1,039-26.9% | $4,660-83.7% |
| Participant deferral / active EE | $2,435 | $2,623-7.1% | $1,952+24.8% | $6,688-63.6% |
| Admin fee / account holder | $19,000 | $3,334+469.9% | $2,829+571.7% | $13,397+41.8% |