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 | $70,413 | $70,606-0.3% | $53,898+30.6% | $142,382-50.5% |
| Participation rate | 29.4% | 63.7%-34.3pp | 55.0%-25.5pp | 80.1%-50.7pp |
| Annual return | 16.09% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $346 | $1,202-71.2% | $932-62.9% | $4,299-91.9% |
| Participant deferral / active EE | $1,993 | $2,364-15.7% | $1,826+9.1% | $6,507-69.4% |
| Admin fee / account holder | $1,857 | $2,852-34.9% | $2,491-25.4% | $12,624-85.3% |