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 | $33,613 | $176,662-81.0% | $130,648-74.3% | $152,861-78.0% |
| Participation rate | 54.5% | 79.0%-24.4pp | 71.7%-17.2pp | 82.4%-27.9pp |
| Annual return | 25.98% | 2692.24%-2666.3pp | 1708.96%-1683.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,333 | $5,742-76.8% | $4,092-67.4% | $4,762-72.0% |
| Participant deferral / active EE | $4,067 | $4,361-6.8% | $3,603+12.9% | $5,850-30.5% |
| Admin fee / account holder | $904 | $7,133-87.3% | $5,464-83.5% | $11,596-92.2% |