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 3-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 | $9,049 | $88,751-89.8% | $81,812-88.9% | $145,922-93.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.57% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $3,615 | $3,083+17.3% | $2,912+24.1% | $4,660-22.4% |
| Participant deferral / active EE | $3,615 | $4,643-22.1% | $4,319-16.3% | $6,688-45.9% |
| Admin fee / account holder | $320 | $8,415-96.2% | $7,386-95.7% | $13,397-97.6% |