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 9-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 | $29,546 | $89,355-66.9% | $141,162-79.1% | $72,985-59.5% |
| Participation rate | 67.5% | 75.1%-7.6pp | 82.5%-15.0pp | 69.5%-2.0pp |
| Annual return | 222.77% | 111.85%+110.9pp | 71.39%+151.4pp | 81.00%+141.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,928 | $5,418+46.3% | $6,709+18.2% | $3,607+119.8% |
| Admin fee / account holder | $1,519 | $5,958-74.5% | $10,261-85.2% | $5,124-70.4% |