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 | $13,996 | $100,852-86.1% | $90,404-84.5% | $158,922-91.2% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.7%-8.0pp | 82.0%-17.3pp |
| Annual return | 53.07% | 1724.20%-1671.1pp | 1293.02%-1239.9pp | 302.83%-249.8pp |
| Employer contribution / active EE | $485 | $3,689-86.8% | $3,262-85.1% | $4,761-89.8% |
| Participant deferral / active EE | $4,507 | $4,348+3.7% | $3,963+13.7% | $5,982-24.7% |
| Admin fee / account holder | $384 | $6,501-94.1% | $5,611-93.2% | $11,246-96.6% |