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 | $81,858 | $110,502-25.9% | $80,716+1.4% | $167,490-51.1% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 13.96% | 120.54%-106.6pp | 87.28%-73.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $596 | $1,543-61.4% | $1,160-48.6% | $4,837-87.7% |
| Participant deferral / active EE | $5,235 | $2,871+82.4% | $2,146+144.0% | $6,341-17.4% |
| Admin fee / account holder | $309 | $4,545-93.2% | $3,380-90.8% | $12,309-97.5% |