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 | $32,340 | $76,738-57.9% | $56,411-42.7% | $145,922-77.8% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 7.67% | 2994.23%-2986.6pp | 1701.33%-1693.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $977 | $1,380-29.2% | $1,039-5.9% | $4,660-79.0% |
| Participant deferral / active EE | $7,378 | $2,623+181.3% | $1,952+278.0% | $6,688+10.3% |
| Admin fee / account holder | $1,614 | $3,334-51.6% | $2,829-43.0% | $13,397-88.0% |