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 | $22,048 | $81,625-73.0% | $58,482-62.3% | $139,434-84.2% |
| Participation rate | 37.5% | 61.3%-23.8pp | 50.9%-13.4pp | 80.3%-42.8pp |
| Annual return | 11.58% | 7404.20%-7392.6pp | 4239.32%-4227.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $967 | $1,398-30.9% | $1,053-8.2% | $4,751-79.7% |
| Participant deferral / active EE | $2,801 | $2,557+9.6% | $1,924+45.6% | $6,710-58.3% |
| Admin fee / account holder | $403 | $3,265-87.7% | $2,516-84.0% | $11,403-96.5% |