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 | $76,785-57.9% | $56,441-42.7% | $145,959-77.8% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 7.67% | 3000.51%-2992.8pp | 1704.21%-1696.5pp | 561.95%-554.3pp |
| Employer contribution / active EE | $977 | $1,381-29.2% | $1,039-6.0% | $4,661-79.0% |
| Participant deferral / active EE | $7,378 | $2,624+181.2% | $1,953+277.8% | $6,689+10.3% |
| Admin fee / account holder | $1,614 | $3,334-51.6% | $2,829-43.0% | $13,398-88.0% |