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 5-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 | $27,566 | $81,625-66.2% | $58,482-52.9% | $139,434-80.2% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 30.85% | 7404.20%-7373.3pp | 4239.32%-4208.5pp | 372.94%-342.1pp |
| Employer contribution / active EE | $730 | $1,398-47.8% | $1,053-30.7% | $4,751-84.6% |
| Participant deferral / active EE | $3,531 | $2,557+38.1% | $1,924+83.5% | $6,710-47.4% |
| Admin fee / account holder | $844 | $3,265-74.1% | $2,516-66.4% | $11,403-92.6% |