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 4-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 | $68,664 | $70,606-2.8% | $53,898+27.4% | $142,382-51.8% |
| Participation rate | 21.7% | 63.7%-42.0pp | 55.0%-33.2pp | 80.1%-58.4pp |
| Annual return | 19.34% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $855 | $1,202-28.9% | $932-8.3% | $4,299-80.1% |
| Participant deferral / active EE | $2,508 | $2,364+6.1% | $1,826+37.3% | $6,507-61.5% |
| Admin fee / account holder | $2,040 | $2,852-28.5% | $2,491-18.1% | $12,624-83.8% |