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 | $46,953 | $108,642-56.8% | $74,701-37.1% | $152,861-69.3% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 50.20% | 114.06%-63.9pp | 752.92%-702.7pp | 345.32%-295.1pp |
| Employer contribution / active EE | $234 | $1,503-84.4% | $1,084-78.4% | $4,762-95.1% |
| Participant deferral / active EE | $4,750 | $2,712+75.1% | $1,964+141.9% | $5,850-18.8% |
| Admin fee / account holder | $389 | $4,902-92.1% | $3,333-88.3% | $11,596-96.6% |