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 | $26,783 | $45,152-40.7% | $73,843-63.7% | $59,632-55.1% |
| Participation rate | 44.4% | 64.0%-19.6pp | 73.4%-29.0pp | 68.7%-24.2pp |
| Annual return | 383.79% | 27.40%+356.4pp | 2267.84%-1884.1pp | 2041.28%-1657.5pp |
| Employer contribution / active EE | $1,528 | $1,902-19.7% | $2,787-45.2% | $2,203-30.6% |
| Participant deferral / active EE | $1,914 | $2,574-25.6% | $3,583-46.6% | $3,192-40.0% |
| Admin fee / account holder | $2,975 | $3,516-15.4% | $4,880-39.0% | $4,297-30.8% |