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 | $38,684 | $76,738-49.6% | $56,411-31.4% | $145,922-73.5% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 9.82% | 2994.23%-2984.4pp | 1701.33%-1691.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,093 | $1,380-20.8% | $1,039+5.3% | $4,660-76.5% |
| Participant deferral / active EE | $3,773 | $2,623+43.9% | $1,952+93.3% | $6,688-43.6% |
| Admin fee / account holder | $651 | $3,334-80.5% | $2,829-77.0% | $13,397-95.1% |