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 10-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 | $37,823 | $76,738-50.7% | $56,411-33.0% | $145,922-74.1% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 16.99% | 2994.23%-2977.2pp | 1701.33%-1684.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,664 | $1,380+165.5% | $1,039+252.8% | $4,660-21.4% |
| Participant deferral / active EE | $8,237 | $2,623+214.1% | $1,952+322.0% | $6,688+23.2% |
| Admin fee / account holder | $825 | $3,334-75.2% | $2,829-70.8% | $13,397-93.8% |