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 6-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 | $83,710 | $78,672+6.4% | $109,143-23.3% | $85,850-2.5% |
| Participation rate | 58.8% | 68.3%-9.5pp | 75.9%-17.1pp | 69.3%-10.5pp |
| Annual return | 7914.68% | 25.09%+7889.6pp | 25.75%+7888.9pp | 318.53%+7596.1pp |
| Employer contribution / active EE | $1,162 | $2,735-57.5% | $3,722-68.8% | $2,565-54.7% |
| Participant deferral / active EE | $3,116 | $3,467-10.1% | $4,653-33.0% | $3,952-21.2% |
| Admin fee / account holder | $14,632 | $5,469+167.5% | $6,752+116.7% | $6,260+133.7% |