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 8-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 | $20,135 | $81,625-75.3% | $58,482-65.6% | $139,434-85.6% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 51.23% | 7404.20%-7353.0pp | 4239.32%-4188.1pp | 372.94%-321.7pp |
| Employer contribution / active EE | $587 | $1,398-58.0% | $1,053-44.3% | $4,751-87.6% |
| Participant deferral / active EE | $1,611 | $2,557-37.0% | $1,924-16.2% | $6,710-76.0% |
| Admin fee / account holder | $535 | $3,265-83.6% | $2,516-78.7% | $11,403-95.3% |